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, LLC6 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,933 | $91,407-14.7% | $135,903-42.7% | $71,457+9.1% |
| Participation rate | 75.2% | 75.7%-0.4pp | 81.9%-6.7pp | 67.9%+7.3pp |
| Annual return | 18.74% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,424 | $3,703-34.6% | $4,856-50.1% | $2,588-6.3% |
| Participant deferral / active EE | $5,256 | $7,092-25.9% | $7,758-32.2% | $4,289+22.6% |
| Admin fee / account holder | $154 | $1,266-87.9% | $10,762-98.6% | $1,587-90.3% |