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 GROUP3 years Service code 26 17 STATE STREET, 16TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $105,036 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $6,898 |
ASCENSUS LLC3 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 | $60,661 | $62,928-3.6% | $172,739-64.9% | $67,579-10.2% |
| Participation rate | 94.3% | 64.5%+29.8pp | 82.6%+11.7pp | 71.3%+23.0pp |
| Annual return | 21.64% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $4,264 | $1,636+160.6% | $5,143-17.1% | $2,148+98.5% |
| Participant deferral / active EE | $3,371 | $2,145+57.2% | $5,198-35.1% | $3,539-4.8% |
| Admin fee / account holder | $109 | $167-34.7% | $13,954-99.2% | $142-23.5% |