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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,490 |
SAGEPOINT FINANCIAL INC8+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $20,000 |
MORNINGSTAR8+ years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $7,618 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,051 | $82,202+35.1% | $125,339-11.4% | $64,808+71.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.82% | 3.48%-20.3pp | 572.05%-588.9pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,989 | $3,615+10.3% | $4,814-17.1% | $2,506+59.2% |
| Participant deferral / active EE | $9,766 | $7,175+36.1% | $7,446+31.1% | $4,310+126.6% |
| Admin fee / account holder | $144 | $163-11.7% | $10,010-98.6% | $188-23.3% |