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 SERVICES Service code 27 · EIN 75-1553739 | Advisory (Plan) | $22,961 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,116 | $61,272+172.7% | $149,673+11.7% | $71,457+133.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.04% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $6,925 | $2,378+191.2% | $4,818+43.7% | $2,588+167.6% |
| Participant deferral / active EE | $5,756 | $2,917+97.3% | $5,680+1.3% | $4,289+34.2% |
| Admin fee / account holder | $101 | $1,261-92.0% | $13,210-99.2% | $1,587-93.7% |