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 |
|---|---|---|
VANTAGE FINANCIAL GROUP3 years Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Advisory (Plan) | $53,166 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,890 |
Employer contribution per participant 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 | $66,188 | $129,021-48.7% | $184,203-64.1% | $77,643-14.8% |
| Participation rate | 76.2% | 87.3%-11.2pp | 86.8%-10.7pp | 70.6%+5.6pp |
| Annual return | 17.17% | 33.27%-16.1pp | 28.81%-11.6pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,544 | $4,413-65.0% | $6,427-76.0% | $2,726-43.3% |
| Participant deferral / active EE | $5,116 | $7,297-29.9% | $9,131-44.0% | $4,647+10.1% |
| Admin fee / account holder | $210 | $254-17.2% | $13,901-98.5% | $430-51.2% |