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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,459 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,254 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,799 | $129,021-71.5% | $184,203-80.0% | $77,643-52.6% |
| Participation rate | 76.2% | 87.3%-11.1pp | 86.8%-10.6pp | 70.6%+5.7pp |
| Annual return | 30.70% | 33.27%-2.6pp | 28.81%+1.9pp | 31.24%-0.5pp |
| Employer contribution / active EE | $2,409 | $4,413-45.4% | $6,427-62.5% | $2,726-11.6% |
| Participant deferral / active EE | $4,968 | $7,297-31.9% | $9,131-45.6% | $4,647+6.9% |
| Admin fee / account holder | $141 | $254-44.4% | $13,901-99.0% | $430-67.2% |