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.6+ years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $605,606 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $67,275 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $33,495 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 999 3RD AVE #4700 · SEATTLE, WA 98104 | Legal | $7,741 |
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 | $284,582 | $187,277+52.0% | $112,977+151.9% | $90,288+215.2% |
| Participation rate | 97.4% | 91.6%+5.8pp | 82.6%+14.9pp | 73.4%+24.1pp |
| Annual return | 12.44% | 26.33%-13.9pp | 24.24%-11.8pp | 53.97%-41.5pp |
| Employer contribution / active EE | $5,973 | $5,263+13.5% | $4,255+40.4% | $2,524+136.6% |
| Participant deferral / active EE | $10,496 | $8,833+18.8% | $5,836+79.9% | $4,232+148.0% |
| Admin fee / account holder | $293 | $102+188.7% | $6,294-95.3% | $114+157.1% |