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 | $5,414 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $3,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,396 | $56,317+142.2% | $71,209+91.5% | $74,304+83.6% |
| Participation rate | 83.9% | 55.1%+28.8pp | 73.8%+10.1pp | 60.3%+23.5pp |
| Annual return | 16.37% | 42.83%-26.5pp | 282.51%-266.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,206 | $2,160+2.1% | $2,721-18.9% | $2,241-1.6% |
| Participant deferral / active EE | $5,848 | $2,788+109.8% | $4,175+40.1% | $3,767+55.2% |
| Admin fee / account holder | $65 | $2,290-97.2% | $5,349-98.8% | $2,969-97.8% |