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.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $22,545 |
JDGLENN & ASSOCIATES, PC7 years Service code 10 · EIN 87-0628064 | Accounting | $2,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,230 | $64,119+114.0% | $112,228+22.3% | $66,914+105.1% |
| Participation rate | 88.7% | 68.5%+20.2pp | 75.1%+13.6pp | 69.8%+18.9pp |
| Annual return | -11.28% | -13.81%+2.5pp | 27.45%-38.7pp | 1.58%-12.9pp |
| Employer contribution / active EE | $1,269 | $3,005-57.8% | $3,635-65.1% | $2,544-50.1% |
| Participant deferral / active EE | $4,300 | $3,693+16.4% | $4,728-9.0% | $4,237+1.5% |
| Admin fee / account holder | $80 | $625-87.2% | $6,410-98.7% | $593-86.5% |