See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $432,417 |
AON CONSULTING4 years Filed as: AON HEWITT CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $124,249 |
K&L GATES4 years Filed as: K&L GATES LLP Service code 16 · EIN 25-0921018 | Consulting | $38,616 |
LJ MOSBY, P.C.5+ years Service code 10 · EIN 84-1656069 | Accounting | $23,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,138 | $101,523+44.9% | $141,162+4.2% | $77,787+89.2% |
| Participation rate | 97.6% | 77.4%+20.2pp | 82.5%+15.1pp | 73.2%+24.3pp |
| Annual return | 25.43% | 56.22%-30.8pp | 71.39%-46.0pp | 32.57%-7.1pp |
| Employer contribution / active EE | $5,898 | $3,341+76.5% | $4,735+24.6% | $2,504+135.5% |
| Participant deferral / active EE | $8,459 | $6,434+31.5% | $6,709+26.1% | $3,967+113.2% |
| Admin fee / account holder | $88 | $92-4.1% | $10,261-99.1% | $100-12.3% |