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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $190,257 |
Filed as: HUTCHINSON & BLOODGOOD LLP Service code 99 · EIN 95-0858589 | Other Fees | $49,588 |
Filed as: OAKTREE CAPITAL MGT LP Service code 14 · EIN 26-0189082 | Plan Administrator | $29,017 |
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 | $277,877 | $111,491+149.2% | $189,513+46.6% | $86,799+220.1% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.8%+11.3pp | 72.3%+26.8pp |
| Annual return | 16.23% | 83.50%-67.3pp | 555.15%-538.9pp | 97.91%-81.7pp |
| Employer contribution / active EE | $6,007 | $3,951+52.0% | $6,162-2.5% | $2,405+149.8% |
| Participant deferral / active EE | $15,393 | $6,437+139.1% | $8,221+87.2% | $4,131+272.6% |
| Admin fee / account holder | $238 | $189+25.9% | $12,045-98.0% | $170+40.1% |