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 |
|---|---|---|
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $8,700 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,466 |
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 | $201,940 | $60,349+234.6% | $74,183+172.2% | $62,891+221.1% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 8.24% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,045 | $1,680+140.7% | $2,370+70.7% | $2,281+77.3% |
| Participant deferral / active EE | $10,598 | $2,856+271.1% | $3,550+198.6% | $3,203+230.9% |
| Admin fee / account holder | $85 | $4,261-98.0% | $5,586-98.5% | $4,296-98.0% |