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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,462 |
INNOVATIVE INVEST FIDUCIARIES LLC1 year Service code 27 · EIN 45-3764090 | Advisory (Plan) | $35,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,391 | $119,446-21.0% | $150,045-37.1% | $85,563+10.3% |
| Participation rate | 95.0% | 75.4%+19.6pp | 82.3%+12.7pp | 66.0%+29.1pp |
| Annual return | 16.14% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,325 | $7,985-33.3% | $7,997-33.4% | $4,375+21.7% |
| Admin fee / account holder | $176 | $548-67.8% | $13,435-98.7% | $834-78.8% |