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 7-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 | $143,118 |
S L REED & COMPANY1 year Filed as: S.L REED & COMPANY Service code 16 · EIN 95-4569995 | Consulting | $94,080 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,505 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,026 | $89,808+35.9% | $100,391+21.6% | $77,643+57.2% |
| Participation rate | 98.4% | 81.2%+17.2pp | 81.5%+16.9pp | 70.6%+27.8pp |
| Annual return | 13.41% | 20.62%-7.2pp | 49.20%-35.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,373 | $3,039+43.9% | $3,942+10.9% | $2,726+60.4% |
| Participant deferral / active EE | $13,653 | $8,284+64.8% | $8,082+68.9% | $4,647+193.8% |
| Admin fee / account holder | $219 | $174+25.8% | $7,899-97.2% | $430-49.0% |