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 9-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.4 years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $3,475 |
Filed as: ALLIANT INSURANCE SERVICES,INC Service code 13 101 PARK AVE FLOOR 12 · NEW YORK, NY 10178 | Contract Administrator | $3,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,149 | $89,248+32.4% | $136,007-13.1% | $74,495+58.6% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 21.60% | 22.76%-1.2pp | 579.32%-557.7pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $6,363 | $2,838+124.2% | $4,217+50.9% | $2,623+142.6% |
| Participant deferral / active EE | $13,127 | $4,598+185.5% | $7,025+86.9% | $4,346+202.1% |
| Admin fee / account holder | $15 | $1,545-99.0% | $6,858-99.8% | $1,942-99.2% |