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 |
|---|---|---|
CROWE LLP9 years Service code 99 · EIN 35-0921680 | Other Fees | $21,525 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,690 | $132,049+2.0% | $200,582-32.9% | $74,304+81.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 14.23% | 22.22%-8.0pp | 42.33%-28.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,248 | $4,558-50.7% | $6,419-65.0% | $2,241+0.3% |
| Participant deferral / active EE | $6,880 | $7,213-4.6% | $9,331-26.3% | $3,767+82.6% |
| Admin fee / account holder | $203 | $2,405-91.5% | $16,305-98.8% | $2,969-93.2% |