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 | $24,733+26.1% | $69,647-55.2% | $74,495-58.1% |
| Participation rate | 90.7% | 63.5%+27.2pp | 66.5%+24.2pp | 67.2%+23.5pp |
| Annual return | 11.72% | 18.55%-6.8pp | 100.48%-88.8pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,085 | $1,001+108.3% | $1,712+21.7% | $2,623-20.5% |
| Participant deferral / active EE | $3,130 | $1,901+64.7% | $2,886+8.5% | $4,346-28.0% |
| Admin fee / account holder | $208 | $1,892-89.0% | $4,713-95.6% | $1,942-89.3% |