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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,803 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,228 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $513,326 | $119,446+329.8% | $150,045+242.1% | $85,563+499.9% |
| Participation rate | 96.3% | 75.4%+20.9pp | 82.3%+14.0pp | 66.0%+30.4pp |
| Annual return | 14.97% | 23.72%-8.7pp | 62.55%-47.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $12,802 | $4,078+213.9% | $4,693+172.8% | $2,654+382.4% |
| Participant deferral / active EE | $10,451 | $7,985+30.9% | $7,997+30.7% | $4,375+138.9% |
| Admin fee / account holder | $50 | $548-90.9% | $13,435-99.6% | $834-94.0% |