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 | $76,309 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $15,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,224 | $51,447+65.7% | $104,607-18.5% | $73,409+16.1% |
| Participation rate | 98.1% | 68.2%+29.9pp | 74.1%+24.0pp | 72.2%+26.0pp |
| Annual return | 18.40% | 25.06%-6.7pp | 340.46%-322.1pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,452 | $1,441+139.6% | $2,681+28.8% | $2,234+54.6% |
| Participant deferral / active EE | $10,667 | $3,058+248.8% | $3,740+185.2% | $3,805+180.3% |
| Admin fee / account holder | $126 | $122+3.3% | $6,473-98.1% | $158-20.2% |