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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $303,418 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $540 |
TD AMERITRADE, INC.1 year Service code 59 | Shareholder Servicing | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
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 | $93,047 | $105,247-11.6% | $87,100+6.8% | $77,787+19.6% |
| Participation rate | 76.3% | 85.8%-9.5pp | 76.9%-0.6pp | 73.2%+3.1pp |
| Annual return | 30.20% | 24.52%+5.7pp | 28.19%+2.0pp | 32.57%-2.4pp |
| Employer contribution / active EE | $1,207 | $2,895-58.3% | $2,521-52.1% | $2,504-51.8% |
| Participant deferral / active EE | $8,884 | $5,060+75.6% | $4,049+119.4% | $3,967+123.9% |
| Admin fee / account holder | $69 | $104-34.4% | $7,497-99.1% | $100-31.5% |