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.11+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $860,737 |
MERCER7 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2384414 | Consulting | $101,336 |
PLANTE & MORAN, PLLC11+ years Service code 10 · EIN 33-1498605 | Accounting | $32,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,314 | $140,769-40.1% | $116,228-27.5% | $140,769-40.1% |
| Participation rate | 77.6% | 74.2%+3.4pp | 74.6%+3.0pp | 74.2%+3.4pp |
| Annual return | 15.24% | 16.82%-1.6pp | 90.06%-74.8pp | 16.82%-1.6pp |
| Employer contribution / active EE | $2,942 | $3,906-24.7% | $2,994-1.7% | $3,906-24.7% |
| Participant deferral / active EE | $3,699 | $6,717-44.9% | $4,953-25.3% | $6,717-44.9% |
| Admin fee / account holder | $74 | $229-67.6% | $11,989-99.4% | $229-67.6% |