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.10+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Shareholder servicing fees; Securitie... | $3,367 |
SHIPMAN & GOODWIN LLP1 year Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,030 | $101,317+81.6% | $146,958+25.2% | $74,495+147.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 15.01% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,412 | $3,810-10.4% | $4,933-30.8% | $2,623+30.1% |
| Participant deferral / active EE | $10,969 | $7,303+50.2% | $8,070+35.9% | $4,346+152.4% |
| Admin fee / account holder | $21 | $1,739-98.8% | $12,998-99.8% | $1,942-98.9% |