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 7-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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,110 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 · EIN 81-1939215 118 PORTSMOUNT AVENUE · STRATHAM, NH 03885 | Recordkeeping | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,758 | $51,197-4.8% | $82,719-41.1% | $66,914-27.1% |
| Participation rate | 80.4% | 67.8%+12.6pp | 72.6%+7.8pp | 69.8%+10.6pp |
| Annual return | -14.75% | -9.64%-5.1pp | 701.18%-715.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $7,273 | $2,611+178.6% | $3,009+141.7% | $2,544+185.9% |
| Participant deferral / active EE | $8,601 | $3,458+148.7% | $4,395+95.7% | $4,237+103.0% |
| Admin fee / account holder | $8 | $416-98.2% | $5,329-99.9% | $593-98.7% |