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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,523 |
Service code 13 ONE BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Contract Administrator | $80 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,126 | $86,286-60.4% | $111,297-69.3% | $85,850-60.2% |
| Participation rate | 98.8% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | 15.29% | 19.99%-4.7pp | 54.65%-39.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,122 | $2,043+3.9% | $2,731-22.3% | $2,565-17.3% |
| Participant deferral / active EE | $3,818 | $3,641+4.9% | $4,487-14.9% | $3,952-3.4% |
| Admin fee / account holder | $31 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |