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.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $27,310 |
RASMUSON & COMPANY1 year Filed as: RASMUSON & ASSOCIATES, PC Service code 10 · EIN 46-1247632 | Accounting | $14,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,598 | $76,670+106.9% | $96,683+64.0% | $71,457+121.9% |
| Participation rate | 88.7% | 66.6%+22.1pp | 74.3%+14.4pp | 67.9%+20.8pp |
| Annual return | 25.50% | 48.29%-22.8pp | 35.69%-10.2pp | 28.85%-3.4pp |
| Employer contribution / active EE | $1,554 | $3,031-48.7% | $3,737-58.4% | $2,588-39.9% |
| Participant deferral / active EE | $5,343 | $3,771+41.7% | $4,878+9.5% | $4,289+24.6% |
| Admin fee / account holder | $137 | $2,028-93.2% | $6,730-98.0% | $1,587-91.4% |