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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $3,325 |
Service code 99 | Other Fees | $0 |
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 | $360,084 | $129,021+179.1% | $184,203+95.5% | $77,643+363.8% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 13.01% | 33.27%-20.3pp | 28.81%-15.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $20,544 | $4,413+365.6% | $6,427+219.7% | $2,726+653.7% |
| Participant deferral / active EE | $17,540 | $7,297+140.4% | $9,131+92.1% | $4,647+277.4% |
| Admin fee / account holder | $6 | $254-97.6% | $13,901-100.0% | $430-98.6% |