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.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $16,754 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Actuarial | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,762 | $95,274-31.0% | $135,903-51.6% | $74,419-11.6% |
| Participation rate | 78.3% | 78.2%+0.2pp | 81.9%-3.6pp | 70.7%+7.6pp |
| Annual return | 29.58% | 32.77%-3.2pp | 68.23%-38.7pp | 34.38%-4.8pp |
| Employer contribution / active EE | $6,287 | $3,874+62.3% | $4,856+29.5% | $2,637+138.4% |
| Participant deferral / active EE | $7,543 | $7,782-3.1% | $7,758-2.8% | $4,528+66.6% |
| Admin fee / account holder | $60 | $266-77.3% | $10,762-99.4% | $348-82.6% |