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.6 years Filed as: THE VANGUARD GROUP Service code 10 · EIN 23-1945930 | Accounting | $14,065 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 99 1101 WOODRIDGE CENTER DR, STE 150 · CHARLOTTE, NC 28217 | Other Fees | $7,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,800 | $46,292+37.8% | $143,757-55.6% | $64,808-1.6% |
| Participation rate | 83.2% | 64.2%+19.0pp | 80.3%+2.9pp | 71.5%+11.7pp |
| Annual return | -18.34% | -10.05%-8.3pp | -0.04%-18.3pp | 32.82%-51.2pp |
| Employer contribution / active EE | $4,350 | $1,910+127.8% | $4,951-12.1% | $2,506+73.6% |
| Participant deferral / active EE | $2,869 | $2,646+8.4% | $5,637-49.1% | $4,310-33.4% |
| Admin fee / account holder | $16 | $154-89.4% | $14,673-99.9% | $188-91.3% |