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 |
|---|---|---|
Service code 13 ONE BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Contract Administrator | $0 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,582 | $86,929-40.7% | $102,423-49.6% | $80,856-36.2% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 12.20% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,696 | $2,369+13.8% | $3,023-10.8% | $2,755-2.1% |
| Participant deferral / active EE | $6,777 | $4,118+64.5% | $5,053+34.1% | $4,296+57.8% |
| Admin fee / account holder | $63 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |