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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,692 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,619 |
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 | $294,256 | $119,446+146.4% | $150,045+96.1% | $85,563+243.9% |
| Participation rate | 98.0% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.1pp |
| Annual return | 14.22% | 23.72%-9.5pp | 62.55%-48.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $13,199 | $4,078+223.6% | $4,693+181.2% | $2,654+397.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $103 | $548-81.2% | $13,435-99.2% | $834-87.6% |