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 |
|---|---|---|
GLASS & COMPANY, CPAS1+ years Service code 10 · EIN 74-2587727 | Accounting | $11,005 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,196 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,525 | $70,002+316.5% | $115,037+153.4% | $52,331+457.1% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.4pp | 68.1%+29.7pp |
| Annual return | -0.69% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $7,670 | $2,715+182.5% | $4,608+66.5% | $1,882+307.6% |
| Participant deferral / active EE | $10,502 | $4,920+113.5% | $6,026+74.3% | $3,022+247.5% |
| Admin fee / account holder | $124 | $566-78.1% | $8,175-98.5% | $592-79.0% |