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 |
|---|---|---|
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $11,582 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,349 |
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 10 · EIN 90-0815510 | Accounting | $4,375 |
THE VANGUARD GROUP, INC.5+ 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 | $401,442 | $89,355+349.3% | $141,162+184.4% | $72,985+450.0% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 19.74% | 111.85%-92.1pp | 71.39%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $7,778 | $3,114+149.7% | $4,735+64.3% | $2,440+218.8% |
| Participant deferral / active EE | $10,838 | $5,418+100.0% | $6,709+61.5% | $3,607+200.4% |
| Admin fee / account holder | $158 | $5,958-97.4% | $10,261-98.5% | $5,124-96.9% |