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.5 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $1,110 |
DUNBAR, BENDER & ZAPF, INC.4 years Service code 15 · EIN 25-1650062 | Recordkeeping | $900 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,341 | $73,867+49.4% | $143,757-23.2% | $68,494+61.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.50% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $9,203 | $3,184+189.0% | $4,951+85.9% | $2,596+254.5% |
| Participant deferral / active EE | $6,147 | $3,384+81.6% | $5,637+9.0% | $4,027+52.6% |
| Admin fee / account holder | $269 | $5,755-95.3% | $14,673-98.2% | $5,403-95.0% |