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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,293 |
GRUBER AND LOPEZ, INC.1 year Service code 10 · EIN 27-1110267 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,450 | $101,317-31.5% | $146,958-52.7% | $74,495-6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.33% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,695 | $3,810-3.0% | $4,933-25.1% | $2,623+40.9% |
| Participant deferral / active EE | $5,029 | $7,303-31.1% | $8,070-37.7% | $4,346+15.7% |
| Admin fee / account holder | $97 | $1,739-94.4% | $12,998-99.3% | $1,942-95.0% |