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 | $15,375 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $796,961 | $100,923+689.7% | $150,045+431.1% | $74,304+972.6% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.1pp | 60.3%+39.1pp |
| Annual return | 16.68% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $13,437 | $3,463+288.0% | $4,693+186.3% | $2,241+499.6% |
| Participant deferral / active EE | $26,362 | $6,709+292.9% | $7,997+229.6% | $3,767+599.8% |
| Admin fee / account holder | $72 | $2,767-97.4% | $13,435-99.5% | $2,969-97.6% |