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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,441 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $17,021 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,699 | $59,159-46.4% | $159,960-80.2% | $66,914-52.6% |
| Participation rate | 91.9% | 68.1%+23.8pp | 78.0%+13.9pp | 69.8%+22.1pp |
| Annual return | -11.16% | -12.26%+1.1pp | 408.60%-419.8pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,286 | $1,983+15.3% | $4,226-45.9% | $2,544-10.2% |
| Participant deferral / active EE | $4,732 | $4,395+7.7% | $6,182-23.5% | $4,237+11.7% |
| Admin fee / account holder | $118 | $591-80.1% | $8,698-98.6% | $593-80.2% |