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 Service code 15 · EIN 23-1945930 | Recordkeeping | $257,880 |
CHARLES SCHWAB & CO., INC.10+ years Service code 99 · EIN 94-1737782 | Other Fees | $1,189 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,425 | $145,877+62.1% | $150,045+57.6% | $102,872+129.8% |
| Participation rate | 98.8% | 79.8%+18.9pp | 82.3%+16.5pp | 73.0%+25.8pp |
| Annual return | 10.32% | 21.37%-11.0pp | 62.55%-52.2pp | 19.06%-8.7pp |
| Employer contribution / active EE | $9,851 | $4,710+109.2% | $4,693+109.9% | $3,526+179.4% |
| Participant deferral / active EE | $11,015 | $9,491+16.1% | $7,997+37.7% | $5,535+99.0% |
| Admin fee / account holder | $70 | $176-60.0% | $13,435-99.5% | $292-75.9% |