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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,848 |
Filed as: MEISROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,036 |
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 | $150,212 | $71,883+109.0% | $86,677+73.3% | $68,494+119.3% |
| Participation rate | 83.8% | 72.2%+11.5pp | 76.6%+7.2pp | 67.9%+15.9pp |
| Annual return | -16.93% | 3.52%-20.5pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,842 | $2,173+76.8% | $2,836+35.4% | $2,596+48.0% |
| Participant deferral / active EE | $11,130 | $3,779+194.6% | $4,656+139.1% | $4,027+176.4% |
| Admin fee / account holder | $152 | $6,112-97.5% | $7,493-98.0% | $5,403-97.2% |