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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,529 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,000 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD., STE. 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,274 |
Service code 49 207 W 25TH ST · NEW YORK, NY 10001 | Other Services | $8,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,692 | $101,317-42.1% | $146,958-60.1% | $74,495-21.2% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 15.44% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,698 | $3,810-29.2% | $4,933-45.3% | $2,623+2.9% |
| Participant deferral / active EE | $7,888 | $7,303+8.0% | $8,070-2.3% | $4,346+81.5% |
| Admin fee / account holder | $200 | $1,739-88.5% | $12,998-98.5% | $1,942-89.7% |