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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,938 |
Service code 13 ONE BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Contract Administrator | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,912 | $65,435-37.5% | $86,677-52.8% | $66,914-38.9% |
| Participation rate | 92.2% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.4pp |
| Annual return | 8.85% | -10.89%+19.7pp | 35.91%-27.1pp | 1.58%+7.3pp |
| Employer contribution / active EE | $1,561 | $2,153-27.5% | $2,836-45.0% | $2,544-38.6% |
| Participant deferral / active EE | $3,725 | $4,100-9.1% | $4,656-20.0% | $4,237-12.1% |
| Admin fee / account holder | $30 | $642-95.3% | $7,493-99.6% | $593-94.9% |