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 |
|---|---|---|
ABERNATHY GROUP2 years Service code 26 17 STATE STREET, 16TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $97,278 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,148 |
ASCENSUS LLC2 years Filed as: ASCENSUS CONSULTING Service code 13 5750 CASTLE CREEK · INDIANAPOLIS, IN 46250 | Contract Administrator | $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 | $52,671 | $37,196+41.6% | $154,107-65.8% | $55,725-5.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.14% | 1319.68%-1323.8pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $4,740 | $1,614+193.7% | $5,298-10.5% | $2,078+128.1% |
| Participant deferral / active EE | $2,994 | $2,068+44.7% | $5,081-41.1% | $3,356-10.8% |
| Admin fee / account holder | $115 | $102+12.7% | $13,411-99.1% | $115-0.6% |