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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,227 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,000 |
BEELS SOPER LLP5 years Service code 10 · EIN 20-2877111 | Accounting | $15,000 |
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 | $83,529 | $100,801-17.1% | $149,696-44.2% | $73,409+13.8% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.5%+13.1pp | 72.2%+23.4pp |
| Annual return | 14.53% | 265.34%-250.8pp | 276.60%-262.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $2,303 | $3,312-30.4% | $4,644-50.4% | $2,234+3.1% |
| Participant deferral / active EE | $5,073 | $6,404-20.8% | $6,842-25.8% | $3,805+33.3% |
| Admin fee / account holder | $174 | $181-3.8% | $9,309-98.1% | $158+10.1% |