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 | $19,085 |
ASCENSUS LLC3 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 | $130,369 | $58,264+123.8% | $86,612+50.5% | $71,457+82.4% |
| Participation rate | 96.7% | 65.0%+31.7pp | 71.7%+25.0pp | 67.9%+28.7pp |
| Annual return | 18.48% | 21.63%-3.2pp | 591.07%-572.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $7,120 | $2,574+176.6% | $3,022+135.6% | $2,588+175.1% |
| Participant deferral / active EE | $9,305 | $3,436+170.8% | $4,438+109.7% | $4,289+117.0% |
| Admin fee / account holder | $54 | $1,057-94.9% | $5,614-99.0% | $1,587-96.6% |