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.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $407,847 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $151,322 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,200 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $30,975 |
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 | $262,776 | $153,281+71.4% | $93,789+180.2% | $77,904+237.3% |
| Participation rate | 97.1% | 92.2%+4.9pp | 81.0%+16.2pp | 73.7%+23.5pp |
| Annual return | -11.34% | -5.55%-5.8pp | -11.33%0pp | 12.21%-23.5pp |
| Employer contribution / active EE | $7,204 | $5,690+26.6% | $4,323+66.7% | $2,848+153.0% |
| Participant deferral / active EE | $12,068 | $9,364+28.9% | $6,094+98.0% | $4,806+151.1% |
| Admin fee / account holder | $259 | $114+127.3% | $7,195-96.4% | $133+95.6% |