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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,922 |
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 | $326,238 | $119,446+173.1% | $150,045+117.4% | $85,563+281.3% |
| Participation rate | 99.4% | 75.4%+24.0pp | 82.3%+17.1pp | 66.0%+33.4pp |
| Annual return | 16.30% | 23.72%-7.4pp | 62.55%-46.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $10,716 | $4,078+162.8% | $4,693+128.3% | $2,654+303.8% |
| Participant deferral / active EE | $15,760 | $7,985+97.4% | $7,997+97.1% | $4,375+260.2% |
| Admin fee / account holder | $5 | $548-99.1% | $13,435-100.0% | $834-99.4% |