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.2 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $197,857 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $87,000 |
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 | $353,403 | $122,186+189.2% | $146,958+140.5% | $199,593+77.1% |
| Participation rate | 73.7% | 78.3%-4.6pp | 82.2%-8.5pp | 72.0%+1.7pp |
| Annual return | 14.97% | 30.56%-15.6pp | 418.34%-403.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $9,718 | $4,093+137.4% | $4,933+97.0% | $3,034+220.3% |
| Participant deferral / active EE | $10,622 | $8,502+24.9% | $8,070+31.6% | $5,087+108.8% |
| Admin fee / account holder | $84 | $179-53.2% | $12,998-99.4% | $269-68.9% |