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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,296 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $14,601 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,885 | $62,132-80.9% | $185,823-93.6% | $73,488-83.8% |
| Participation rate | 96.8% | 67.8%+28.9pp | 78.0%+18.7pp | 70.7%+26.1pp |
| Annual return | 28.72% | 20.44%+8.3pp | 35.95%-7.2pp | 28.51%+0.2pp |
| Employer contribution / active EE | $2,140 | $1,681+27.3% | $4,087-47.6% | $2,270-5.7% |
| Participant deferral / active EE | $2,940 | $3,711-20.8% | $5,632-47.8% | $3,740-21.4% |
| Admin fee / account holder | $129 | $419-69.3% | $9,500-98.6% | $513-74.9% |