See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHILLIPS COMPANY Service code 27 · EIN 45-3709458 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,921 | $95,880+61.6% | $107,525+44.1% | $85,563+81.1% |
| Participation rate | 81.9% | 70.1%+11.8pp | 75.1%+6.8pp | 66.0%+15.9pp |
| Annual return | 17.99% | 68.06%-50.1pp | 181.32%-163.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $5,243 | $3,812+37.5% | $3,754+39.7% | $2,654+97.6% |
| Participant deferral / active EE | $8,205 | $4,201+95.3% | $5,116+60.4% | $4,375+87.5% |
| Admin fee / account holder | $193 | $1,025-81.2% | $8,919-97.8% | $834-76.9% |