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 Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $222,536 |
Service code 11 · EIN 42-1484983 | Actuarial | $180,240 |
WILLIS TOWERS WATSON US LLC2 years Service code 17 · EIN 53-0181291 | Pension Consulting | $68,838 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-2186884 | Recordkeeping | $51,509 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 21.86% | 9.58%+12.3pp | 9.52%+12.3pp | 11.45%+10.4pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |