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 | $57,078 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,364 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $263,711 | $119,446+120.8% | $150,045+75.8% | $85,563+208.2% |
| Participation rate | 96.3% | 75.4%+20.9pp | 82.3%+14.0pp | 66.0%+30.3pp |
| Annual return | 15.45% | 23.72%-8.3pp | 62.55%-47.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $5,349 | $4,078+31.2% | $4,693+14.0% | $2,654+101.6% |
| Participant deferral / active EE | $13,642 | $7,985+70.8% | $7,997+70.6% | $4,375+211.8% |
| Admin fee / account holder | $93 | $548-83.1% | $13,435-99.3% | $834-88.9% |