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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $987,835 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $142,876 |
Filed as: STACK CONSULTING GROUP Service code 16 · EIN 81-2274881 | Consulting | $96,500 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $86,394 |
NIXON PEABODY LLP4+ years Service code 29 · EIN 16-0764720 | Legal | $26,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,024 | $94,115-25.6% | $83,333-16.0% | $73,367-4.6% |
| Participation rate | 80.8% | 83.7%-2.9pp | 77.8%+3.1pp | 69.5%+11.4pp |
| Annual return | -5.88% | -6.12%+0.2pp | 10.63%-16.5pp | 173.45%-179.3pp |
| Employer contribution / active EE | $2,080 | $2,931-29.0% | $3,379-38.4% | $2,499-16.8% |
| Participant deferral / active EE | $3,584 | $6,759-47.0% | $5,565-35.6% | $4,033-11.1% |
| Admin fee / account holder | $95 | $75+26.9% | $7,510-98.7% | $68+39.5% |