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.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $31,782 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $21,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,533 | $47,126-54.3% | $149,673-85.6% | $74,419-71.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 78.8%+17.3pp | 70.7%+25.3pp |
| Annual return | 15.37% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,559 | $1,905-18.2% | $4,818-67.6% | $2,637-40.9% |
| Participant deferral / active EE | $2,925 | $2,728+7.2% | $5,680-48.5% | $4,528-35.4% |
| Admin fee / account holder | $170 | $343-50.5% | $13,210-98.7% | $348-51.2% |