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 9-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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES,INC Service code 13 101 PARK AVE FLOOR 12 · NEW YORK, NY 10178 | Contract Administrator | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,340 | $69,848+0.7% | $115,756-39.2% | $66,914+5.1% |
| Participation rate | 95.4% | 70.6%+24.8pp | 77.1%+18.3pp | 69.8%+25.6pp |
| Annual return | -15.36% | 969.66%-985.0pp | 143.14%-158.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $5,596 | $2,613+114.2% | $3,793+47.5% | $2,544+120.0% |
| Participant deferral / active EE | $11,424 | $4,274+167.3% | $6,254+82.7% | $4,237+169.6% |
| Admin fee / account holder | $5 | $337-98.4% | $8,124-99.9% | $593-99.1% |