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) | $380,253 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,755 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $73,396 |
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 | $296,273 | $153,743+92.7% | $197,124+50.3% | $103,975+184.9% |
| Participation rate | 97.7% | 91.1%+6.6pp | 86.7%+11.0pp | 72.5%+25.2pp |
| Annual return | 14.76% | 17.60%-2.8pp | 44.34%-29.6pp | 19.41%-4.7pp |
| Employer contribution / active EE | $4,241 | $5,424-21.8% | $6,227-31.9% | $3,722+13.9% |
| Participant deferral / active EE | $9,795 | $9,152+7.0% | $9,135+7.2% | $5,343+83.3% |
| Admin fee / account holder | $201 | $131+52.6% | $16,298-98.8% | $332-39.7% |