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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,021 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,934 | $86,929+135.7% | $102,423+100.1% | $80,856+153.5% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.6%+11.1pp |
| Annual return | 15.61% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,621 | $2,369+52.8% | $3,023+19.8% | $2,755+31.4% |
| Participant deferral / active EE | $10,849 | $4,118+163.4% | $5,053+114.7% | $4,296+152.5% |
| Admin fee / account holder | $160 | $8,049-98.0% | $9,451-98.3% | $6,918-97.7% |