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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,401 | $65,390-47.4% | $169,368-79.7% | $71,457-51.9% |
| Participation rate | 89.6% | 67.0%+22.6pp | 77.1%+12.4pp | 67.9%+21.7pp |
| Annual return | 20.57% | 21.31%-0.7pp | 405.60%-385.0pp | 28.85%-8.3pp |
| Employer contribution / active EE | $2,396 | $2,079+15.3% | $4,013-40.3% | $2,588-7.4% |
| Participant deferral / active EE | $4,698 | $4,367+7.6% | $6,221-24.5% | $4,289+9.5% |
| Admin fee / account holder | $115 | $1,324-91.3% | $9,003-98.7% | $1,587-92.8% |