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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,794 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1477778 | Advisory (Plan) | $23,580 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,537 | $71,964-53.4% | $167,512-80.0% | $85,563-60.8% |
| Participation rate | 90.3% | 61.0%+29.4pp | 77.1%+13.3pp | 66.0%+24.4pp |
| Annual return | 21.71% | 18.83%+2.9pp | 1615.79%-1594.1pp | 31.51%-9.8pp |
| Employer contribution / active EE | $2,360 | $1,875+25.9% | $3,882-39.2% | $2,654-11.1% |
| Participant deferral / active EE | $4,609 | $4,110+12.2% | $6,405-28.0% | $4,375+5.3% |
| Admin fee / account holder | $89 | $815-89.1% | $9,769-99.1% | $834-89.3% |