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.8 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $27,908 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 · EIN 36-3036100 0029, 14800 FRYE ROAD · FORTH WORTH, TX 76155 | Advisory (Plan) | $27,790 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $13,838 |
ASCENSUS LLC3 years Filed as: FUTURE PLAN BY ASCENSUS Service code 63 415 8TH AVE NE, PO BOX 979 · BRAINERD, MN 56401 | 12b-1 Fees | $6,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,660 | $50,982+97.4% | $154,803-35.0% | $85,563+17.6% |
| Participation rate | 96.8% | 59.8%+37.0pp | 78.1%+18.7pp | 66.0%+30.8pp |
| Annual return | 14.90% | 30.35%-15.5pp | 58.88%-44.0pp | 31.51%-16.6pp |
| Employer contribution / active EE | $2,569 | $1,708+50.4% | $4,305-40.3% | $2,654-3.2% |
| Participant deferral / active EE | $3,346 | $2,474+35.2% | $5,540-39.6% | $4,375-23.5% |
| Admin fee / account holder | $219 | $846-74.1% | $14,329-98.5% | $834-73.8% |