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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $20,553 |
RASMUSON & COMPANY2 years Filed as: RASMUSON & COMPANY, PC Service code 10 · EIN 46-1247632 | Accounting | $13,519 |
JDGLENN & ASSOCIATES, PC6 years Service code 10 · EIN 87-0628064 | Accounting | $1,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,542 | $77,660+110.6% | $109,143+49.8% | $79,386+106.0% |
| Participation rate | 81.2% | 67.8%+13.4pp | 75.9%+5.3pp | 70.7%+10.5pp |
| Annual return | 21.03% | 23.44%-2.4pp | 25.75%-4.7pp | 116.85%-95.8pp |
| Employer contribution / active EE | $1,089 | $2,797-61.1% | $3,722-70.7% | $2,427-55.1% |
| Participant deferral / active EE | $3,802 | $3,518+8.1% | $4,653-18.3% | $4,046-6.0% |
| Admin fee / account holder | $120 | $732-83.6% | $6,752-98.2% | $626-80.8% |