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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,936 |
DELOITTE & TOUCHE LLP2 years Service code 99 · EIN 13-3891517 | Other Fees | $23,034 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS USA LLP Service code 99 · EIN 13-1459550 | Other Fees | $22,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,673 | $95,918+67.5% | $151,611+6.0% | $77,904+106.2% |
| Participation rate | 98.1% | 88.7%+9.4pp | 87.5%+10.6pp | 73.7%+24.4pp |
| Annual return | -16.71% | -5.50%-11.2pp | 3.33%-20.0pp | 12.21%-28.9pp |
| Employer contribution / active EE | $10,206 | $4,330+135.7% | $6,166+65.5% | $2,848+258.4% |
| Participant deferral / active EE | $12,871 | $7,508+71.4% | $8,363+53.9% | $4,806+167.8% |
| Admin fee / account holder | $90 | $93-3.0% | $11,616-99.2% | $133-31.8% |