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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,121 |
GRUBER AND LOPEZ, INC.1 year Filed as: GRUBER & LOPEZ, INC. Service code 10 438 OLD NEWPORT BLVD · NEWPORT BEACH, CA 92663 | Accounting | $8,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,213 | $93,571-32.4% | $135,903-53.5% | $75,163-15.9% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | -6.58% | 30.90%-37.5pp | 68.23%-74.8pp | 160.62%-167.2pp |
| Employer contribution / active EE | $3,381 | $3,537-4.4% | $4,856-30.4% | $2,670+26.7% |
| Participant deferral / active EE | $5,054 | $6,404-21.1% | $7,758-34.9% | $4,125+22.5% |
| Admin fee / account holder | $133 | $6,975-98.1% | $10,762-98.8% | $5,651-97.6% |