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 |
|---|---|---|
EAGLES STRATEGIES, LLC2 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $15,300 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,088 | $89,652-28.5% | $141,162-54.6% | $65,185-1.7% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.5%-11.5pp | 70.2%+0.8pp |
| Annual return | 23.91% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,310 | $3,065-24.6% | $4,735-51.2% | $2,177+6.1% |
| Participant deferral / active EE | $5,494 | $5,691-3.5% | $6,709-18.1% | $3,514+56.3% |
| Admin fee / account holder | $130 | $569-77.1% | $10,261-98.7% | $847-84.6% |