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.3 years Filed as: VANGUARD RETIREMENT SERVICES Service code 15 · EIN 23-1945930 | Recordkeeping | $79,090 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,707 | $106,028-8.8% | $146,958-34.2% | $77,643+24.6% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 14.27% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,219 | $4,063+28.5% | $4,933+5.8% | $2,726+91.5% |
| Participant deferral / active EE | $5,282 | $7,990-33.9% | $8,070-34.5% | $4,647+13.7% |
| Admin fee / account holder | $225 | $337-33.3% | $12,998-98.3% | $430-47.7% |