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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.6 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $24,641 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,908 |
WILKIN & GUTTENPLAN, PC1 year Filed as: WILKIN & GUTTENPLAN, P.C. Service code 10 · EIN 22-2612018 | Accounting | $14,000 |
WITMAN STADTMAUER, PA1 year Service code 29 · EIN 22-2987170 | Legal | $2,637 |
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 | $637,361 | $104,475+510.1% | $159,436+299.8% | $79,386+702.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.35% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $11,932 | $3,417+249.2% | $4,829+147.1% | $2,427+391.5% |
| Participant deferral / active EE | $8,774 | $6,467+35.7% | $7,352+19.3% | $4,046+116.9% |
| Admin fee / account holder | $287 | $711-59.6% | $10,799-97.3% | $626-54.1% |