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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,979 |
SEAMOUNT FINANCIAL GROUP INC6 years Service code 26 · EIN 84-1484228 | Advisory (Participants) | $50,104 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $46,665 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 26 · EIN 37-1711781 | Advisory (Participants) | $12,658 |
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 | $422,793 | $82,202+414.3% | $125,339+237.3% | $64,808+552.4% |
| Participation rate | 97.5% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -14.95% | 3.48%-18.4pp | 572.05%-587.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $4,192 | $3,615+15.9% | $4,814-12.9% | $2,506+67.3% |
| Participant deferral / active EE | $12,811 | $7,175+78.5% | $7,446+72.0% | $4,310+197.2% |
| Admin fee / account holder | $234 | $163+43.4% | $10,010-97.7% | $188+24.7% |