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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,009 |
ASCENSUS LLC2 years Service code 71 · EIN 11-3665754 | Brokerage Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,324 | $51,197+117.4% | $82,719+34.6% | $66,914+66.4% |
| Participation rate | 95.6% | 67.8%+27.8pp | 72.6%+23.1pp | 69.8%+25.8pp |
| Annual return | -16.08% | -9.64%-6.4pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $9,111 | $2,611+249.0% | $3,009+202.8% | $2,544+258.1% |
| Participant deferral / active EE | $6,953 | $3,458+101.1% | $4,395+58.2% | $4,237+64.1% |
| Admin fee / account holder | $49 | $416-88.3% | $5,329-99.1% | $593-91.8% |