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 GROUP6 years Service code 26 470 PARK AVE S · NEW YORK, NY 10004 | Advisory (Participants) | $114,533 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $7,971 |
ASCENSUS LLC6 years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,259 | $46,292+64.7% | $143,757-47.0% | $64,808+17.7% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -14.13% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $5,692 | $1,910+198.1% | $4,951+15.0% | $2,506+127.2% |
| Participant deferral / active EE | $4,344 | $2,646+64.2% | $5,637-22.9% | $4,310+0.8% |
| Admin fee / account holder | $128 | $154-17.0% | $14,673-99.1% | $188-32.1% |