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 Service code 15 · EIN 23-1945930 | Recordkeeping | $39,058 |
Service code 16 · EIN 26-0058143 | Consulting | $35,000 |
CHERRY BEKAERT LLP7+ years Service code 10 · EIN 56-0574444 | Accounting | $7,850 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,508 | $86,225+0.3% | $146,665-41.0% | $86,799-0.3% |
| Participation rate | 97.3% | 78.0%+19.3pp | 80.1%+17.2pp | 72.3%+25.0pp |
| Annual return | 13.02% | 31.23%-18.2pp | 22.74%-9.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,404 | $2,392+42.3% | $4,136-17.7% | $2,405+41.5% |
| Participant deferral / active EE | $4,953 | $4,245+16.7% | $5,506-10.0% | $4,131+19.9% |
| Admin fee / account holder | $196 | $195+0.4% | $10,280-98.1% | $170+15.7% |