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.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $17,758 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,670 | $79,428-2.2% | $106,548-27.1% | $79,386-2.2% |
| Participation rate | 80.6% | 74.1%+6.5pp | 76.1%+4.5pp | 70.7%+9.9pp |
| Annual return | 15.83% | 18.27%-2.4pp | 26.80%-11.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,221 | $2,234-0.6% | $2,819-21.2% | $2,427-8.5% |
| Participant deferral / active EE | $2,973 | $3,823-22.2% | $4,398-32.4% | $4,046-26.5% |
| Admin fee / account holder | $149 | $523-71.4% | $7,407-98.0% | $626-76.1% |