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 | $13,242 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY LLP. Service code 10 999 W RIVERSIDE AVE · SPOKANE, WA 99201 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,246 | $24,733+576.2% | $69,647+140.1% | $74,495+124.5% |
| Participation rate | 99.0% | 63.5%+35.5pp | 66.5%+32.5pp | 67.2%+31.8pp |
| Annual return | 19.51% | 18.55%+1.0pp | 100.48%-81.0pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $13,086 | $1,001+1207.9% | $1,712+664.2% | $2,623+398.9% |
| Participant deferral / active EE | $6,445 | $1,901+239.1% | $2,886+123.3% | $4,346+48.3% |
| Admin fee / account holder | $191 | $1,892-89.9% | $4,713-95.9% | $1,942-90.2% |