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 8-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 |
|---|---|---|
EQUITY SERVICES INC5 years Filed as: EQUITY SERVICES INC. Service code 27 1 NATIONAL LIFE DR · MONTPELIER, VT 05604 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,329 | $93,182+63.5% | $146,665+3.9% | $79,386+91.9% |
| Participation rate | 85.0% | 76.4%+8.6pp | 80.1%+4.9pp | 70.7%+14.3pp |
| Annual return | 16.05% | 21.61%-5.6pp | 22.74%-6.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $973 | $2,420-59.8% | $4,136-76.5% | $2,427-59.9% |
| Participant deferral / active EE | $6,583 | $4,169+57.9% | $5,506+19.6% | $4,046+62.7% |
| Admin fee / account holder | $195 | $585-66.7% | $10,280-98.1% | $626-68.9% |