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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $22,985 |
RASMUSON & COMPANY1 year Filed as: RASMUSON & COMPANY, PC Service code 10 · EIN 46-1247632 | Accounting | $10,700 |
JDGLENN & ASSOCIATES, PC5 years Service code 10 · EIN 87-0628064 | Accounting | $8,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,551 | $91,517+55.8% | $101,248+40.8% | $73,409+94.2% |
| Participation rate | 88.3% | 73.8%+14.6pp | 75.8%+12.5pp | 72.2%+16.2pp |
| Annual return | 23.90% | 17.17%+6.7pp | 46.47%-22.6pp | 59.29%-35.4pp |
| Employer contribution / active EE | $928 | $2,877-67.7% | $3,660-74.6% | $2,234-58.5% |
| Participant deferral / active EE | $3,054 | $3,338-8.5% | $4,370-30.1% | $3,805-19.8% |
| Admin fee / account holder | $155 | $216-28.1% | $5,945-97.4% | $158-1.7% |