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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,454 |
CERITY PARTNERS6 years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $12,429 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,469 | $51,576-52.6% | $129,207-81.1% | $80,856-69.7% |
| Participation rate | 90.0% | 57.0%+33.0pp | 69.6%+20.4pp | 67.6%+22.4pp |
| Annual return | 11.18% | 20.81%-9.6pp | 9417.33%-9406.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,233 | $1,584+41.0% | $4,153-46.2% | $2,755-19.0% |
| Participant deferral / active EE | $7,629 | $2,669+185.9% | $4,168+83.1% | $4,296+77.6% |
| Admin fee / account holder | $181 | $4,305-95.8% | $7,715-97.7% | $6,918-97.4% |