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 COMPANY8 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 VANGUARD BOULEVARD · MALVERN, PA 19355 | 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 | $21,485 | $101,317-78.8% | $146,958-85.4% | $74,495-71.2% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 59.75% | 8730.91%-8671.2pp | 418.34%-358.6pp | 1364.94%-1305.2pp |
| Employer contribution / active EE | $1,215 | $3,810-68.1% | $4,933-75.4% | $2,623-53.7% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |