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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,931 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $15,000 |
Service code 16 · EIN 31-1582098 | Consulting | $9,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,366 | $58,320+200.7% | $86,436+102.9% | $66,914+162.1% |
| Participation rate | 90.2% | 78.6%+11.6pp | 80.3%+9.9pp | 69.8%+20.4pp |
| Annual return | -16.64% | -9.71%-6.9pp | 4394.89%-4411.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $6,437 | $2,615+146.1% | $3,769+70.8% | $2,544+153.0% |
| Participant deferral / active EE | $11,052 | $6,899+60.2% | $6,952+59.0% | $4,237+160.9% |
| Admin fee / account holder | $266 | $546-51.2% | $6,731-96.0% | $593-55.1% |