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 |
|---|---|---|
Filed as: SWC INVESTMENT ADVISORY SVCS LLC Service code 16 · EIN 75-1553739 | Consulting | $13,217 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,981 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,780 | $47,977+151.7% | $154,107-21.6% | $56,287+114.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.83% | 3.54%-9.4pp | 735.12%-740.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $5,262 | $2,169+142.6% | $5,298-0.7% | $2,111+149.2% |
| Participant deferral / active EE | $4,368 | $2,392+82.6% | $5,081-14.0% | $3,350+30.4% |
| Admin fee / account holder | $74 | $438-83.1% | $13,411-99.4% | $521-85.8% |