See peer percentile detail. $4.99 for your first month.
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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,293 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 87-3258080 | Advisory (Plan) | $19,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,865 | $49,468-55.8% | $150,298-85.5% | $103,975-79.0% |
| Participation rate | 14.2% | 58.1%-43.9pp | 77.8%-63.5pp | 72.5%-58.3pp |
| Annual return | 16.74% | 38.98%-22.2pp | 62.79%-46.0pp | 19.41%-2.7pp |
| Employer contribution / active EE | $252 | $1,670-84.9% | $4,154-93.9% | $3,722-93.2% |
| Participant deferral / active EE | $467 | $2,650-82.4% | $5,453-91.4% | $5,343-91.3% |
| Admin fee / account holder | $194 | $385-49.5% | $14,116-98.6% | $332-41.6% |