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 COMPANY3 years Filed as: WELLINGTON COMPANY LLP Service code 28 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Investment Management | $0 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,442 | $84,487-86.5% | $125,339-90.9% | $66,914-82.9% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.1pp | 69.8%+28.6pp |
| Annual return | 19.77% | -8.39%+28.2pp | 572.05%-552.3pp | 1.58%+18.2pp |
| Employer contribution / active EE | $891 | $3,553-74.9% | $4,814-81.5% | $2,544-65.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |