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 |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON COMPANY LLP Service code 28 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Investment Management | $0 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,986 | $104,475-90.4% | $159,436-93.7% | $79,386-87.4% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 35.85% | 67.95%-32.1pp | 263.57%-227.7pp | 116.85%-81.0pp |
| Employer contribution / active EE | $866 | $3,417-74.6% | $4,829-82.1% | $2,427-64.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |