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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,448 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,875 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,993 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $7,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,448 | $53,053+245.8% | $126,539+45.0% | $74,304+146.9% |
| Participation rate | 97.7% | 48.0%+49.7pp | 69.8%+27.9pp | 60.3%+37.4pp |
| Annual return | 18.36% | 29.46%-11.1pp | 425.95%-407.6pp | 29.43%-11.1pp |
| Employer contribution / active EE | $7,102 | $1,168+508.3% | $3,674+93.3% | $2,241+216.9% |
| Participant deferral / active EE | $8,958 | $2,303+289.0% | $4,083+119.4% | $3,767+137.8% |
| Admin fee / account holder | $237 | $3,698-93.6% | $6,065-96.1% | $2,969-92.0% |