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 |
|---|---|---|
Filed as: PHILLIPS COMPANY Service code 27 · EIN 45-3709458 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,086 | $76,670+39.7% | $96,683+10.8% | $71,457+49.9% |
| Participation rate | 84.5% | 66.6%+17.9pp | 74.3%+10.1pp | 67.9%+16.6pp |
| Annual return | 15.37% | 48.29%-32.9pp | 35.69%-20.3pp | 28.85%-13.5pp |
| Employer contribution / active EE | $4,974 | $3,031+64.1% | $3,737+33.1% | $2,588+92.2% |
| Participant deferral / active EE | $7,993 | $3,771+111.9% | $4,878+63.8% | $4,289+86.4% |
| Admin fee / account holder | $190 | $2,028-90.6% | $6,730-97.2% | $1,587-88.0% |