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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $232,223 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $121,685 |
WINDES, INC.1 year Filed as: WINDES Service code 27 · EIN 95-3001179 | Advisory (Plan) | $12,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,456 | $81,719-11.3% | $101,248-28.4% | $90,288-19.7% |
| Participation rate | 96.0% | 80.7%+15.3pp | 75.8%+20.2pp | 73.4%+22.6pp |
| Annual return | 16.96% | 337.64%-320.7pp | 46.47%-29.5pp | 53.97%-37.0pp |
| Employer contribution / active EE | $3,472 | $3,622-4.2% | $3,660-5.1% | $2,524+37.5% |
| Participant deferral / active EE | $9,950 | $3,310+200.7% | $4,370+127.7% | $4,232+135.1% |
| Admin fee / account holder | $210 | $162+29.5% | $5,945-96.5% | $114+83.9% |