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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,125 |
FRANK RIMERMAN & CO LLP2 years Filed as: FRANK RIMERMAN & CO LLP. Service code 10 DEPT. 880667 · PHOENIX, AZ 85038 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,171 | $78,520+60.7% | $96,576+30.6% | $82,448+53.0% |
| Participation rate | 85.7% | 77.7%+8.0pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 17.62% | 41.30%-23.7pp | 38.47%-20.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,203 | $2,630+21.8% | $3,553-9.8% | $2,551+25.6% |
| Participant deferral / active EE | $11,554 | $6,754+71.1% | $7,956+45.2% | $4,139+179.1% |
| Admin fee / account holder | $251 | $13,455-98.1% | $11,381-97.8% | $7,234-96.5% |