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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,925 |
QP ADVISORY LLC6+ years Service code 27 · EIN 80-0383171 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,071 | $136,307-22.2% | $177,821-40.3% | $73,488+44.3% |
| Participation rate | 86.3% | 86.1%+0.2pp | 87.7%-1.4pp | 70.7%+15.6pp |
| Annual return | 12.11% | 18.68%-6.6pp | 48.32%-36.2pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,741 | $3,712-53.1% | $5,918-70.6% | $2,270-23.3% |
| Participant deferral / active EE | $4,822 | $5,829-17.3% | $7,714-37.5% | $3,740+28.9% |
| Admin fee / account holder | $178 | $596-70.1% | $12,427-98.6% | $513-65.3% |