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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $39,423 |
Filed as: PRIME CAPITAL INVEST. ADV. Service code 26 PO BOX 3113 · WICHITA, KS 672010311 | Advisory (Participants) | $30,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,008 | $50,982-49.0% | $154,803-83.2% | $85,563-69.6% |
| Participation rate | 98.3% | 59.8%+38.5pp | 78.1%+20.2pp | 66.0%+32.3pp |
| Annual return | 16.29% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,753 | $1,708+2.6% | $4,305-59.3% | $2,654-33.9% |
| Participant deferral / active EE | $3,627 | $2,474+46.6% | $5,540-34.5% | $4,375-17.1% |
| Admin fee / account holder | $155 | $846-81.6% | $14,329-98.9% | $834-81.4% |