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 |
|---|---|---|
TRILOGY CAPITAL INC2 years Service code 27 · EIN 47-5581477 | Advisory (Plan) | $14,372 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,727 | $58,879-44.4% | $178,490-81.7% | $73,488-55.5% |
| Participation rate | 75.8% | 66.2%+9.6pp | 81.9%-6.1pp | 70.7%+5.2pp |
| Annual return | 14.27% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,522 | $2,236-32.0% | $5,011-69.6% | $2,270-33.0% |
| Participant deferral / active EE | $2,747 | $2,567+7.0% | $5,202-47.2% | $3,740-26.5% |
| Admin fee / account holder | $201 | $400-49.8% | $13,984-98.6% | $513-60.8% |