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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $79,862 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $26,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,193 | $88,890+16.1% | $102,423+0.8% | $77,643+32.9% |
| Participation rate | 79.0% | 80.9%-1.9pp | 76.5%+2.5pp | 70.6%+8.4pp |
| Annual return | 14.51% | 24.98%-10.5pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,193 | $2,698-18.7% | $3,023-27.5% | $2,726-19.6% |
| Participant deferral / active EE | $4,199 | $5,145-18.4% | $5,053-16.9% | $4,647-9.6% |
| Admin fee / account holder | $225 | $235-4.5% | $9,451-97.6% | $430-47.7% |