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.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $25,701 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN (ASCENSUS) Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Participant loan processing; Claims p... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,120 | $79,171+31.5% | $102,423+1.7% | $74,495+39.8% |
| Participation rate | 71.4% | 74.8%-3.4pp | 76.5%-5.1pp | 67.2%+4.2pp |
| Annual return | 12.13% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,700 | $2,362+56.6% | $3,023+22.4% | $2,623+41.1% |
| Participant deferral / active EE | $5,147 | $4,415+16.6% | $5,053+1.9% | $4,346+18.4% |
| Admin fee / account holder | $186 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |