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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,605 |
OSAIC WEALTH INC2 years Service code 27 14800 FRYE ROAD, 2ND FLOOR · FORT WORTH, TX 76155 | Advisory (Plan) | $25,070 |
MORNINGSTAR10+ years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $5,141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,741 | $106,028+41.2% | $146,958+1.9% | $77,643+92.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 14.52% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,201 | $4,063+3.4% | $4,933-14.8% | $2,726+54.1% |
| Participant deferral / active EE | $9,542 | $7,990+19.4% | $8,070+18.2% | $4,647+105.3% |
| Admin fee / account holder | $175 | $337-48.1% | $12,998-98.7% | $430-59.3% |