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 5-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 |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $15,885 |
EXPAND FINANCIAL3 years Service code 99 · EIN 27-1124147 | Other Fees | $11,057 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $6,808 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 49 PO BOX · CHICAGO, IL 60673 | Other Services | $6,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,230 | $100,923-40.3% | $150,045-59.9% | $74,304-18.9% |
| Participation rate | 79.8% | 70.1%+9.7pp | 82.3%-2.5pp | 60.3%+19.5pp |
| Annual return | 26.01% | 51.77%-25.8pp | 62.55%-36.5pp | 29.43%-3.4pp |
| Employer contribution / active EE | $2,383 | $3,463-31.2% | $4,693-49.2% | $2,241+6.3% |
| Participant deferral / active EE | $10,082 | $6,709+50.3% | $7,997+26.1% | $3,767+167.6% |
| Admin fee / account holder | $124 | $2,767-95.5% | $13,435-99.1% | $2,969-95.8% |