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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,770 |
GRUBER & ASSOCIATES5+ years Service code 13 438 OLD NEWPORT BLVD · NEWPORT BEACH, CA 92663 | Contract Administrator | $7,000 |
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 | $71,741 | $98,750-27.4% | $149,696-52.1% | $79,858-10.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.78% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,556 | $3,216-20.5% | $4,644-45.0% | $2,471+3.5% |
| Participant deferral / active EE | $3,344 | $5,680-41.1% | $6,842-51.1% | $3,740-10.6% |
| Admin fee / account holder | $149 | $6,053-97.5% | $9,309-98.4% | $5,306-97.2% |