Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,326 | $110,483+364.6% | $145,433+253.0% | $79,634+544.6% |
| Participation rate | 96.3% | 71.1%+25.2pp | 82.1%+14.2pp | 62.5%+33.9pp |
| Annual return | 14.97% | 24.62%-9.6pp | 66.58%-51.6pp | 36.46%-21.5pp |
| Employer contribution / active EE | $12,802 | $4,053+215.9% | $4,554+181.1% | $2,529+406.2% |
| Participant deferral / active EE | $10,451 | $7,216+44.8% | $7,897+32.3% | $3,835+172.6% |
| Admin fee / account holder | $50 | $680-92.7% | $13,129-99.6% | $1,002-95.0% |