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 | $80,673+56.4% | $101,326+24.5% | $84,808+48.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 81.5%+4.2pp | 68.3%+17.4pp |
| Annual return | 17.62% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,203 | $2,698+18.7% | $3,665-12.6% | $2,631+21.8% |
| Participant deferral / active EE | $11,554 | $6,840+68.9% | $7,994+44.5% | $4,212+174.3% |
| Admin fee / account holder | $251 | $12,784-98.0% | $11,185-97.8% | $7,344-96.6% |