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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,813 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $30,000 |
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 | $254,542 | $119,446+113.1% | $150,045+69.6% | $85,563+197.5% |
| Participation rate | 78.4% | 75.4%+2.9pp | 82.3%-4.0pp | 66.0%+12.4pp |
| Annual return | 16.44% | 23.72%-7.3pp | 62.55%-46.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $3,934 | $4,078-3.5% | $4,693-16.2% | $2,654+48.3% |
| Participant deferral / active EE | $12,794 | $7,985+60.2% | $7,997+60.0% | $4,375+192.4% |
| Admin fee / account holder | $164 | $548-70.0% | $13,435-98.8% | $834-80.3% |