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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,393 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $252,235 | $101,317+149.0% | $146,958+71.6% | $74,495+238.6% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.3pp |
| Annual return | 12.31% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $19,340 | $7,303+164.8% | $8,070+139.7% | $4,346+345.0% |
| Admin fee / account holder | $72 | $1,739-95.9% | $12,998-99.4% | $1,942-96.3% |