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 | $74,417 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CAPITAL Service code 22 12 BROAD STREET 5TH FLOOR · RED BANK, NJ 07701 | Insurance Broker | $43,922 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 27 PO BOX 734602 · CHICAGO, IL 60673 | Advisory (Plan) | $32,319 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,364 | $47,126-44.1% | $149,673-82.4% | $74,419-64.6% |
| Participation rate | 74.1% | 63.4%+10.7pp | 78.8%-4.7pp | 70.7%+3.4pp |
| Annual return | 10.47% | 22.75%-12.3pp | 134.42%-123.9pp | 34.38%-23.9pp |
| Employer contribution / active EE | $2,982 | $1,905+56.5% | $4,818-38.1% | $2,637+13.0% |
| Participant deferral / active EE | $1,693 | $2,728-37.9% | $5,680-70.2% | $4,528-62.6% |
| Admin fee / account holder | $182 | $343-47.0% | $13,210-98.6% | $348-47.8% |