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 4-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,087 |
HANYS BENEFIT SERVICES2+ years Service code 16 · EIN 14-1764768 | Consulting | $128,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,429 | $45,000+16.5% | $143,757-63.5% | $77,904-32.7% |
| Participation rate | 94.5% | 66.8%+27.7pp | 80.3%+14.2pp | 73.7%+20.8pp |
| Annual return | -14.77% | 29.03%-43.8pp | -0.04%-14.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,339 | $1,870-28.4% | $4,951-72.9% | $2,848-53.0% |
| Participant deferral / active EE | $4,156 | $3,157+31.6% | $5,637-26.3% | $4,806-13.5% |
| Admin fee / account holder | $157 | $98+59.4% | $14,673-98.9% | $133+18.3% |