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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $297,051 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,100 |
FENNEMORE CRAIG10+ years Filed as: FENNEMORE CRAIG PC Service code 29 · EIN 86-0293128 | Legal | $2,264 |
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 | $85,170 | $152,281-44.1% | $106,213-19.8% | $99,062-14.0% |
| Participation rate | 98.2% | 92.2%+6.0pp | 75.3%+22.9pp | 71.6%+26.6pp |
| Annual return | 12.24% | 15.00%-2.8pp | 116.14%-103.9pp | 17.66%-5.4pp |
| Employer contribution / active EE | $3,274 | $5,348-38.8% | $3,171+3.2% | $3,262+0.4% |
| Participant deferral / active EE | $5,892 | $8,206-28.2% | $5,016+17.5% | $5,331+10.5% |
| Admin fee / account holder | $41 | $77-47.5% | $11,033-99.6% | $109-62.7% |