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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,714 |
PORTFOLIO EVALUATIONS, INC.7+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $30,625 |
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 | $316,567 | $95,388+231.9% | $125,339+152.6% | $77,904+306.4% |
| Participation rate | 98.7% | 78.6%+20.1pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | 6.05% | 116.19%-110.1pp | 572.05%-566.0pp | 12.21%-6.2pp |
| Employer contribution / active EE | $10,526 | $3,666+187.1% | $4,814+118.7% | $2,848+269.6% |
| Participant deferral / active EE | $12,415 | $7,711+61.0% | $7,446+66.7% | $4,806+158.3% |
| Admin fee / account holder | $80 | $119-32.7% | $10,010-99.2% | $133-39.6% |