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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,884 | $80,724+62.1% | $103,333+26.7% | $74,495+75.7% |
| Participation rate | 81.6% | 65.7%+15.9pp | 74.5%+7.0pp | 67.2%+14.4pp |
| Annual return | 13.69% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $5,138 | $3,157+62.7% | $3,868+32.8% | $2,623+95.9% |
| Participant deferral / active EE | $8,072 | $3,860+109.1% | $5,057+59.6% | $4,346+85.7% |
| Admin fee / account holder | $198 | $2,368-91.6% | $8,355-97.6% | $1,942-89.8% |