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 | $36,161 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $27,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,032 | $85,135+133.8% | $98,907+101.2% | $73,409+171.1% |
| Participation rate | 98.6% | 81.1%+17.5pp | 76.0%+22.6pp | 72.2%+26.5pp |
| Annual return | 80.71% | 19.14%+61.6pp | 196.43%-115.7pp | 59.29%+21.4pp |
| Employer contribution / active EE | $6,362 | $2,721+133.8% | $2,689+136.6% | $2,234+184.8% |
| Participant deferral / active EE | $8,240 | $4,349+89.5% | $4,244+94.1% | $3,805+116.5% |
| Admin fee / account holder | $45 | $139-67.5% | $6,642-99.3% | $158-71.4% |