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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,710 |
Service code 13 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Contract Administrator | $10,050 |
ASCENSUS LLC4 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 | $134,789 | $60,323+123.4% | $81,812+64.8% | $74,495+80.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.17% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $6,310 | $2,620+140.8% | $2,912+116.7% | $2,623+140.6% |
| Participant deferral / active EE | $7,148 | $3,387+111.0% | $4,319+65.5% | $4,346+64.5% |
| Admin fee / account holder | $75 | $1,486-95.0% | $7,386-99.0% | $1,942-96.1% |