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.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $461,878 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $175,648 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $72,877 |
MOSS ADAMS LLP2 years Service code 10 · EIN 61-2261527 | Accounting | $64,325 |
SEYFARTH SHAW LLP5 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $5,509 |
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 | $318,771 | $188,991+68.7% | $103,476+208.1% | $199,593+59.7% |
| Participation rate | 96.9% | 93.2%+3.8pp | 80.5%+16.4pp | 72.0%+25.0pp |
| Annual return | 14.07% | 15.75%-1.7pp | 23.90%-9.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $7,981 | $6,583+21.2% | $4,672+70.8% | $3,034+163.0% |
| Participant deferral / active EE | $12,745 | $10,334+23.3% | $6,623+92.4% | $5,087+150.5% |
| Admin fee / account holder | $296 | $114+158.9% | $9,413-96.9% | $269+10.3% |