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.1 year Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,285 |
Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $1,150 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,276 | $58,320-53.2% | $86,436-68.4% | $66,914-59.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.80% | -9.71%-4.1pp | 4394.89%-4408.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $4,748 | $2,615+81.5% | $3,769+26.0% | $2,544+86.6% |
| Participant deferral / active EE | $7,308 | $6,899+5.9% | $6,952+5.1% | $4,237+72.5% |
| Admin fee / account holder | $46 | $546-91.6% | $6,731-99.3% | $593-92.3% |