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 3-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 |
|---|---|---|
ACTION POINT RETIREMENT1+ years Service code 27 · EIN 47-5431518 | Advisory (Plan) | $20,783 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,431 | $86,655-22.2% | $119,609-43.6% | $66,914+0.8% |
| Participation rate | 89.3% | 75.6%+13.8pp | 79.3%+10.1pp | 69.8%+19.5pp |
| Annual return | -15.61% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,599 | $4,358-17.4% | $5,602-35.7% | $4,237-15.0% |
| Admin fee / account holder | $245 | $755-67.5% | $10,323-97.6% | $593-58.6% |