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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,139 |
JTAYLOR1 year Service code 50 4800 OVERTON PLAZA · FORT WORTH, TX 76109 | Direct Payment | $14,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,857 | $91,407+30.0% | $135,903-12.5% | $71,457+66.3% |
| Participation rate | 93.3% | 75.7%+17.7pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 19.70% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $4,172 | $3,703+12.7% | $4,856-14.1% | $2,588+61.2% |
| Participant deferral / active EE | $8,927 | $7,092+25.9% | $7,758+15.1% | $4,289+108.1% |
| Admin fee / account holder | $136 | $1,266-89.2% | $10,762-98.7% | $1,587-91.4% |