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, CPAS3+ years Service code 10 · EIN 74-2587727 | Accounting | $9,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,665 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $360,590 | $80,753+346.5% | $136,294+164.6% | $62,292+478.9% |
| Participation rate | 96.4% | 73.5%+22.8pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 15.57% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $7,024 | $2,884+143.6% | $4,695+49.6% | $2,042+244.0% |
| Participant deferral / active EE | $11,033 | $5,164+113.6% | $6,247+76.6% | $3,169+248.1% |
| Admin fee / account holder | $109 | $525-79.3% | $9,243-98.8% | $479-77.3% |