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 7-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $88,472 |
DELAP LLP1 year Filed as: DELAP LLC Service code 16 · EIN 93-0418710 | Consulting | $35,268 |
RVK, INC.5 years Filed as: R V KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $25,001 |
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 | $288,709 | $91,372+216.0% | $129,995+122.1% | $74,419+288.0% |
| Participation rate | 99.8% | 77.8%+22.1pp | 78.5%+21.4pp | 70.7%+29.1pp |
| Annual return | 21.25% | 23.21%-2.0pp | -137.18%+158.4pp | 34.38%-13.1pp |
| Employer contribution / active EE | $6,374 | $2,563+148.6% | $4,320+47.6% | $2,637+141.7% |
| Participant deferral / active EE | $16,531 | $4,721+250.2% | $5,820+184.0% | $4,528+265.1% |
| Admin fee / account holder | $188 | $283-33.7% | $10,614-98.2% | $348-46.0% |