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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,070 |
QP ADVISORY LLC3+ years Service code 27 · EIN 80-0383171 | Advisory (Plan) | $25,000 |
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 | $67,223 | $81,537-17.6% | $149,718-55.1% | $69,631-3.5% |
| Participation rate | 87.1% | 86.1%+0.9pp | 87.1%0pp | 70.7%+16.4pp |
| Annual return | 16.30% | 22.79%-6.5pp | 1501.63%-1485.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,875 | $3,239-42.1% | $5,445-65.6% | $2,032-7.7% |
| Participant deferral / active EE | $4,832 | $4,994-3.2% | $6,569-26.4% | $3,224+49.9% |
| Admin fee / account holder | $99 | $107-7.4% | $11,283-99.1% | $110-10.4% |