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 |
|---|---|---|
ABERNATHY GROUP4 years Service code 26 17 STATE STREET, 16TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $104,393 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,537 |
ASCENSUS LLC4 years Filed as: ASCENSUS CONSULTING Service code 13 5750 CASTLE CREEK · INDIANAPOLIS, IN 46250 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,252 | $52,293+45.8% | $178,490-57.3% | $73,409+3.9% |
| Participation rate | 95.8% | 65.3%+30.4pp | 81.9%+13.8pp | 72.2%+23.6pp |
| Annual return | 12.11% | 34.75%-22.6pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $5,515 | $1,735+217.8% | $5,011+10.1% | $2,234+146.9% |
| Participant deferral / active EE | $3,777 | $2,332+62.0% | $5,202-27.4% | $3,805-0.7% |
| Admin fee / account holder | $121 | $127-4.8% | $13,984-99.1% | $158-23.2% |