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 | $69,539 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT CAPITAL Service code 22 12 BROAD STREET 5TH FLOOR · RED BANK, NJ 07701 | Insurance Broker | $52,857 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 27 PO BOX 734602 · CHICAGO, IL 60673 | Advisory (Plan) | $42,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,665 | $50,815-31.8% | $155,509-77.7% | $77,643-55.4% |
| Participation rate | 70.4% | 63.1%+7.3pp | 78.2%-7.7pp | 70.6%-0.1pp |
| Annual return | 12.56% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,442 | $1,993+22.6% | $4,672-47.7% | $2,726-10.4% |
| Participant deferral / active EE | $1,713 | $2,822-39.3% | $5,626-69.6% | $4,647-63.1% |
| Admin fee / account holder | $226 | $437-48.3% | $15,912-98.6% | $430-47.6% |