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.1 year Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $35,547 |
Filed as: FIDELITY INSTMTS INSTTTNL OPS LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,011 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $214 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,672 | $82,917-35.3% | $103,333-48.1% | $77,643-30.9% |
| Participation rate | 99.9% | 71.6%+28.3pp | 74.5%+25.4pp | 70.6%+29.3pp |
| Annual return | 9.72% | 19.13%-9.4pp | 24.88%-15.2pp | 31.24%-21.5pp |
| Employer contribution / active EE | $7,430 | $3,552+109.2% | $3,868+92.1% | $2,726+172.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $48 | $638-92.4% | $8,355-99.4% | $430-88.7% |