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.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,665 |
ASCENSUS LLC1 year Service code 27 · EIN 11-3665754 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,394 | $50,199+18.3% | $70,092-15.3% | $66,914-11.2% |
| Participation rate | 78.2% | 66.3%+11.9pp | 70.5%+7.7pp | 69.8%+8.4pp |
| Annual return | -15.90% | -13.85%-2.1pp | 190.73%-206.6pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,878 | $1,864+0.7% | $2,559-26.6% | $2,544-26.2% |
| Participant deferral / active EE | $4,024 | $3,112+29.3% | $3,849+4.5% | $4,237-5.0% |
| Admin fee / account holder | $79 | $600-86.8% | $6,267-98.7% | $593-86.7% |