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 |
|---|---|---|
Filed as: PENSIONMARK Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,378 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,614 |
QBI, LLC1 year Filed as: QBI LLC Service code 15 23693 NETWORK PLACE · CHICAGO, IL 606731236 | Recordkeeping | $950 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MD 56401 | Recordkeeping | $200 |
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 | $63,711 | $49,173+29.6% | $121,098-47.4% | $75,163-15.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.47% | 55.99%-39.5pp | 985.75%-969.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,628 | $1,546+5.3% | $4,164-60.9% | $2,670-39.0% |
| Participant deferral / active EE | $6,207 | $2,628+136.2% | $4,080+52.1% | $4,125+50.5% |
| Admin fee / account holder | $233 | $3,942-94.1% | $5,644-95.9% | $5,651-95.9% |