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 | $14,113 |
Filed as: MORRIS, DAVIS, CHAN & TAN, LLP Service code 16 · EIN 94-2214860 | Consulting | $10,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,674 | $46,173+42.2% | $170,442-61.5% | $69,631-5.7% |
| Participation rate | 98.1% | 63.9%+34.2pp | 83.6%+14.6pp | 70.7%+27.5pp |
| Annual return | 20.02% | 21.62%-1.6pp | 205.93%-185.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $4,123 | $1,610+156.1% | $5,433-24.1% | $2,032+102.9% |
| Participant deferral / active EE | $1,068 | $2,080-48.7% | $4,939-78.4% | $3,224-66.9% |
| Admin fee / account holder | $55 | $116-52.4% | $13,880-99.6% | $110-50.0% |