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) | $6,844 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,476 |
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 | $219,787 | $67,606+225.1% | $82,313+167.0% | $70,131+213.4% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 16.17% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,931 | $1,755+124.0% | $2,428+61.9% | $2,342+67.8% |
| Participant deferral / active EE | $9,951 | $2,987+233.2% | $3,706+168.5% | $3,332+198.7% |
| Admin fee / account holder | $89 | $4,512-98.0% | $5,608-98.4% | $4,645-98.1% |