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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,317 |
OSAIC WEALTH INC2 years Service code 26 0029, 14800 FRYE ROAD · FORT WORTH, TX 76155 | Advisory (Participants) | $24,167 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,178 | $24,811+25.7% | $69,701-55.3% | $74,546-58.2% |
| Participation rate | 90.7% | 63.5%+27.2pp | 66.4%+24.3pp | 67.2%+23.5pp |
| Annual return | 11.72% | 18.53%-6.8pp | 100.32%-88.6pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,085 | $1,003+107.9% | $1,713+21.7% | $2,624-20.6% |
| Participant deferral / active EE | $3,130 | $1,904+64.4% | $2,887+8.4% | $4,347-28.0% |
| Admin fee / account holder | $208 | $1,898-89.0% | $4,717-95.6% | $1,944-89.3% |