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 | $76,514 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $382,586 | $88,634+331.6% | $101,326+277.6% | $74,304+414.9% |
| Participation rate | 99.4% | 76.9%+22.6pp | 81.5%+17.9pp | 60.3%+39.1pp |
| Annual return | 15.15% | 33.10%-17.9pp | 36.82%-21.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $9,926 | $2,930+238.7% | $3,665+170.8% | $2,241+342.9% |
| Participant deferral / active EE | $14,770 | $7,322+101.7% | $7,994+84.8% | $3,767+292.1% |
| Admin fee / account holder | $155 | $2,425-93.6% | $11,185-98.6% | $2,969-94.8% |