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 |
|---|---|---|
Service code 26 · EIN 83-0951655 3030 N. ROCKY POINT · TAMPA, FL 33607 | Advisory (Participants) | $31,222 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $6,694 |
THE CONESTOGA GROUP10+ years Filed as: THE CONESTOGA GROUP, INC. Service code 26 · EIN 23-2472585 601 SWEDESFORD ROAD · FRAZER, PA 19355 | Advisory (Participants) | $5,160 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,354 | $49,915+141.1% | $154,803-22.3% | $74,304+62.0% |
| Participation rate | 99.4% | 54.0%+45.4pp | 78.1%+21.3pp | 60.3%+39.0pp |
| Annual return | 7.46% | 34.06%-26.6pp | 58.88%-51.4pp | 29.43%-22.0pp |
| Employer contribution / active EE | $1,574 | $1,611-2.3% | $4,305-63.4% | $2,241-29.8% |
| Participant deferral / active EE | $2,786 | $2,255+23.6% | $5,540-49.7% | $3,767-26.0% |
| Admin fee / account holder | $220 | $2,189-90.0% | $14,329-98.5% | $2,969-92.6% |