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.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $25,505 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $19,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,548 | $65,061-74.6% | $143,757-88.5% | $66,914-75.3% |
| Participation rate | 99.6% | 65.2%+34.4pp | 80.3%+19.3pp | 69.8%+29.8pp |
| Annual return | -15.05% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,597 | $2,361-32.3% | $4,951-67.7% | $2,544-37.2% |
| Participant deferral / active EE | $1,736 | $2,919-40.5% | $5,637-69.2% | $4,237-59.0% |
| Admin fee / account holder | $134 | $502-73.3% | $14,673-99.1% | $593-77.4% |