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 6-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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $10,462 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Claims processing; Participant loan p... | $2,740 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $86,874 | $73,638+18.0% | $95,952-9.5% | $73,488+18.2% |
| Participation rate | 88.0% | 76.2%+11.9pp | 77.1%+11.0pp | 70.7%+17.4pp |
| Annual return | 17.02% | 16.78%+0.2pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,122 | $1,863+121.2% | $2,541+62.2% | $2,270+81.6% |
| Participant deferral / active EE | $5,155 | $3,617+42.5% | $4,167+23.7% | $3,740+37.9% |
| Admin fee / account holder | $52 | $482-89.1% | $6,795-99.2% | $513-89.8% |