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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,655 |
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 | $299,482 | $69,477+331.1% | $94,646+216.4% | $71,457+319.1% |
| Participation rate | 99.5% | 78.4%+21.1pp | 80.8%+18.7pp | 67.9%+31.6pp |
| Annual return | 18.02% | 29.66%-11.6pp | 156.71%-138.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $9,173 | $2,853+221.5% | $3,672+149.8% | $2,588+254.5% |
| Participant deferral / active EE | $13,693 | $7,345+86.4% | $7,418+84.6% | $4,289+219.3% |
| Admin fee / account holder | $147 | $1,210-87.9% | $7,231-98.0% | $1,587-90.8% |