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 8-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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,810 |
Filed as: CETERA INVESTMENT ADVISORS Service code 26 · EIN 36-3258176 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $14,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,790 | $56,317-48.9% | $71,209-59.6% | $74,304-61.3% |
| Participation rate | 92.4% | 55.1%+37.3pp | 73.8%+18.7pp | 60.3%+32.1pp |
| Annual return | 14.13% | 42.83%-28.7pp | 282.51%-268.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,058 | $2,160-4.7% | $2,721-24.4% | $2,241-8.2% |
| Participant deferral / active EE | $2,327 | $2,788-16.5% | $4,175-44.3% | $3,767-38.2% |
| Admin fee / account holder | $151 | $2,290-93.4% | $5,349-97.2% | $2,969-94.9% |