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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,740 |
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $15,960 |
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 | $40,092 | $77,899-48.5% | $149,673-73.2% | $75,163-46.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.11% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $3,645 | $3,137+16.2% | $4,818-24.3% | $2,670+36.5% |
| Participant deferral / active EE | $3,968 | $3,411+16.3% | $5,680-30.1% | $4,125-3.8% |
| Admin fee / account holder | $277 | $5,956-95.4% | $13,210-97.9% | $5,651-95.1% |