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 |
|---|---|---|
Filed as: AVANTAX ADVISORY SRVC (1ST GLOBAL) Service code 27 · EIN 75-2428870 | Advisory (Plan) | $44,438 |
THE VANGUARD GROUP, INC.2 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $13,983 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,500 | $81,474-68.7% | $133,956-81.0% | $73,488-65.3% |
| Participation rate | 79.4% | 76.4%+3.1pp | 79.8%-0.4pp | 70.7%+8.7pp |
| Annual return | 14.22% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,950 | $2,209-11.8% | $3,919-50.2% | $2,270-14.1% |
| Participant deferral / active EE | $3,225 | $3,786-14.8% | $5,048-36.1% | $3,740-13.8% |
| Admin fee / account holder | $276 | $713-61.3% | $8,927-96.9% | $513-46.2% |