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 | $17,255 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,894 |
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 | $155,767 | $52,953+194.2% | $172,739-9.8% | $65,185+139.0% |
| Participation rate | 96.4% | 66.2%+30.3pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 21.61% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $5,246 | $2,190+139.6% | $5,143+2.0% | $2,177+141.0% |
| Participant deferral / active EE | $4,257 | $2,471+72.3% | $5,198-18.1% | $3,514+21.1% |
| Admin fee / account holder | $93 | $472-80.2% | $13,954-99.3% | $847-89.0% |