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 Filed as: THE VANGUARD GORUP, INC. Service code 19 · EIN 23-1945930 | Securities Custodian | $15,855 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,541 | $49,915+291.7% | $154,803+26.3% | $74,304+163.2% |
| Participation rate | 98.7% | 54.0%+44.7pp | 78.1%+20.6pp | 60.3%+38.3pp |
| Annual return | 18.26% | 34.06%-15.8pp | 58.88%-40.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $17,234 | $1,611+969.6% | $4,305+300.3% | $2,241+668.9% |
| Participant deferral / active EE | $15,598 | $2,255+591.8% | $5,540+181.5% | $3,767+314.0% |
| Admin fee / account holder | $86 | $2,189-96.1% | $14,329-99.4% | $2,969-97.1% |