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.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,590 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $19,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,133 | $61,156-63.8% | $185,823-88.1% | $79,386-72.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 23.04% | 19.45%+3.6pp | 122.05%-99.0pp | 116.85%-93.8pp |
| Employer contribution / active EE | $1,777 | $2,321-23.4% | $5,167-65.6% | $2,427-26.8% |
| Participant deferral / active EE | $1,826 | $2,789-34.5% | $5,568-67.2% | $4,046-54.9% |
| Admin fee / account holder | $153 | $710-78.5% | $16,237-99.1% | $626-75.6% |