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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,376 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,854 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 60 · EIN 35-0921680 | Sub-TA Fees | $6,615 |
Filed as: RETIREMENT PLAN FIDUCIARIES, LLC Service code 60 · EIN 90-0815510 | Sub-TA Fees | $5,050 |
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 | $525,734 | $102,317+413.8% | $146,958+257.7% | $80,856+550.2% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 13.11% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $7,748 | $3,713+108.7% | $4,933+57.1% | $2,755+181.2% |
| Participant deferral / active EE | $14,232 | $6,644+114.2% | $8,070+76.4% | $4,296+231.3% |
| Admin fee / account holder | $297 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |