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 | $2,620 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $2,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,022 | $80,138+16.1% | $130,231-28.6% | $71,457+30.2% |
| Participation rate | 97.2% | 71.0%+26.2pp | 76.3%+20.9pp | 67.9%+29.2pp |
| Annual return | 25.93% | 16.81%+9.1pp | 38.77%-12.8pp | 28.85%-2.9pp |
| Employer contribution / active EE | $5,876 | $2,834+107.3% | $4,126+42.4% | $2,588+127.1% |
| Participant deferral / active EE | $11,937 | $4,641+157.2% | $6,799+75.6% | $4,289+178.3% |
| Admin fee / account holder | $8 | $1,035-99.3% | $6,020-99.9% | $1,587-99.5% |