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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,984 |
PENSION ASSURANCE LLP1 year Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $11,799 |
TRILOGY CAPITAL INC3 years Service code 27 · EIN 47-5581477 | Advisory (Plan) | $4,441 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,772 | $61,156-41.5% | $185,823-80.7% | $79,386-54.9% |
| Participation rate | 81.3% | 66.6%+14.7pp | 81.7%-0.4pp | 70.7%+10.6pp |
| Annual return | 11.47% | 19.45%-8.0pp | 122.05%-110.6pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,618 | $2,321-30.3% | $5,167-68.7% | $2,427-33.3% |
| Participant deferral / active EE | $2,979 | $2,789+6.8% | $5,568-46.5% | $4,046-26.4% |
| Admin fee / account holder | $201 | $710-71.6% | $16,237-98.8% | $626-67.8% |