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 6-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 | Recordkeeping | $13,875 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN (ASCENSUS) Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Participant loan processing; Claims p... | $7,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,833 | $76,050+19.4% | $96,544-5.9% | $71,457+27.1% |
| Participation rate | 75.2% | 74.4%+0.8pp | 76.0%-0.8pp | 67.9%+7.3pp |
| Annual return | 18.71% | 22.81%-4.1pp | 25.84%-7.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $3,335 | $2,244+48.6% | $2,965+12.5% | $2,588+28.9% |
| Participant deferral / active EE | $5,828 | $4,215+38.3% | $4,851+20.1% | $4,289+35.9% |
| Admin fee / account holder | $144 | $2,707-94.7% | $8,252-98.3% | $1,587-91.0% |