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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 33 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Sub-transfer agency fees; Securities ... | $16,213 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE INSTITUTIONAL Service code 71 7801 MESQUITE BEND DRIVE, SUITE 112 · IRVING, TX 750636043 | Brokerage Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $598,481 | $99,957+498.7% | $149,696+299.8% | $73,488+714.4% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 15.06% | 53.87%-38.8pp | 276.60%-261.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $12,848 | $3,191+302.6% | $4,644+176.6% | $2,270+466.0% |
| Participant deferral / active EE | $7,937 | $6,073+30.7% | $6,842+16.0% | $3,740+112.2% |
| Admin fee / account holder | $53 | $551-90.3% | $9,309-99.4% | $513-89.6% |