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 | $11,785 |
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 | $324,197 | $95,274+240.3% | $135,903+138.6% | $74,419+335.6% |
| Participation rate | 98.6% | 78.2%+20.4pp | 81.9%+16.7pp | 70.7%+27.8pp |
| Annual return | 19.02% | 32.77%-13.8pp | 68.23%-49.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $8,841 | $3,874+128.2% | $4,856+82.1% | $2,637+235.2% |
| Participant deferral / active EE | $12,319 | $7,782+58.3% | $7,758+58.8% | $4,528+172.1% |
| Admin fee / account holder | $8 | $266-96.9% | $10,762-99.9% | $348-97.6% |