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.5 years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $3,501 |
Filed as: ALLIANT INSURANCE SERVICES,INC Service code 13 101 PARK AVE FLOOR 12 · NEW YORK, NY 10178 | Contract Administrator | $3,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,459 | $102,204+50.2% | $145,661+5.4% | $85,563+79.4% |
| Participation rate | 96.2% | 70.6%+25.6pp | 77.2%+19.0pp | 66.0%+30.2pp |
| Annual return | 66.76% | 16.68%+50.1pp | 101.46%-34.7pp | 31.51%+35.2pp |
| Employer contribution / active EE | $5,591 | $3,600+55.3% | $4,238+31.9% | $2,654+110.7% |
| Participant deferral / active EE | $11,913 | $5,729+107.9% | $7,198+65.5% | $4,375+172.3% |
| Admin fee / account holder | $3 | $647-99.6% | $12,466-100.0% | $834-99.7% |