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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $136,901 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $24,375 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $8,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $287,471 | $107,459+167.5% | $135,903+111.5% | $80,160+258.6% |
| Participation rate | 98.2% | 78.0%+20.1pp | 81.9%+16.3pp | 72.9%+25.3pp |
| Annual return | -5.12% | 91.91%-97.0pp | 68.23%-73.3pp | 40.38%-45.5pp |
| Employer contribution / active EE | $10,971 | $3,877+183.0% | $4,856+125.9% | $2,978+268.4% |
| Participant deferral / active EE | $13,134 | $8,195+60.3% | $7,758+69.3% | $5,017+161.8% |
| Admin fee / account holder | $77 | $127-39.7% | $10,762-99.3% | $145-47.2% |