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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,562 |
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 | $348,446 | $86,897+301.0% | $151,611+129.8% | $64,808+437.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.77% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $10,264 | $4,010+156.0% | $6,166+66.5% | $2,506+309.6% |
| Participant deferral / active EE | $13,072 | $6,690+95.4% | $8,363+56.3% | $4,310+203.3% |
| Admin fee / account holder | $126 | $153-17.9% | $11,616-98.9% | $188-33.1% |