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 4-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,129 |
HANYS BENEFIT SERVICES1+ years Service code 16 · EIN 14-1764768 | Consulting | $103,016 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $31,287 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,954 | $67,512-5.3% | $185,823-65.6% | $93,030-31.3% |
| Participation rate | 92.9% | 67.1%+25.8pp | 81.7%+11.2pp | 73.9%+19.0pp |
| Annual return | 12.33% | 21.04%-8.7pp | 122.05%-109.7pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,384 | $1,783-22.4% | $5,167-73.2% | $2,706-48.9% |
| Participant deferral / active EE | $4,007 | $3,035+32.0% | $5,568-28.0% | $4,562-12.2% |
| Admin fee / account holder | $171 | $318-46.2% | $16,237-98.9% | $152+12.7% |