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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,280 |
GRUBER & ASSOCIATES3+ years Service code 10 438 OLD NEWPORT BLVD · NEWPORT BEACH, CA 92663 | Accounting | $6,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,776 | $77,813+10.2% | $123,544-30.6% | $64,186+33.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 19.04% | 12.48%+6.6pp | 119.20%-100.2pp | 7.63%+11.4pp |
| Employer contribution / active EE | $2,479 | $3,014-17.7% | $4,628-46.4% | $2,381+4.1% |
| Participant deferral / active EE | $3,233 | $5,240-38.3% | $6,426-49.7% | $3,470-6.8% |
| Admin fee / account holder | $193 | $5,519-96.5% | $9,284-97.9% | $4,888-96.0% |