Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL2 years Service code 26 · EIN 83-1838623 | Advisory (Participants) | $48,534 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,860 | $47,180-43.1% | $149,723-82.1% | $74,473-63.9% |
| Participation rate | 97.2% | 63.4%+33.8pp | 78.8%+18.4pp | 70.7%+26.5pp |
| Annual return | 9.16% | 22.75%-13.6pp | 134.50%-125.3pp | 34.36%-25.2pp |
| Employer contribution / active EE | $401 | $1,907-79.0% | $4,821-91.7% | $2,638-84.8% |
| Participant deferral / active EE | $3,934 | $2,730+44.1% | $5,682-30.8% | $4,530-13.2% |
| Admin fee / account holder | $168 | $343-51.2% | $13,215-98.7% | $347-51.7% |