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: SWBC INVESTMENT ADVISORY SVCS LLC Service code 16 · EIN 75-1553739 | Consulting | $14,095 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,006 | $58,879+207.4% | $178,490+1.4% | $73,488+146.3% |
| Participation rate | 93.0% | 66.2%+26.8pp | 81.9%+11.1pp | 70.7%+22.4pp |
| Annual return | 14.11% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $5,555 | $2,236+148.4% | $5,011+10.9% | $2,270+144.7% |
| Participant deferral / active EE | $4,775 | $2,567+86.0% | $5,202-8.2% | $3,740+27.7% |
| Admin fee / account holder | $81 | $400-79.8% | $13,984-99.4% | $513-84.2% |