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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,580 |
QP ADVISORY LLC4+ 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 | $88,809 | $80,005+11.0% | $140,016-36.6% | $55,725+59.4% |
| Participation rate | 92.9% | 87.0%+5.9pp | 87.5%+5.4pp | 70.9%+22.0pp |
| Annual return | -4.76% | 0.46%-5.2pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,934 | $3,403-43.2% | $5,606-65.5% | $2,078-7.0% |
| Participant deferral / active EE | $5,229 | $5,264-0.7% | $6,927-24.5% | $3,356+55.8% |
| Admin fee / account holder | $162 | $116+40.1% | $10,705-98.5% | $115+40.7% |