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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,148 |
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 | $254,716 | $104,475+143.8% | $159,436+59.8% | $79,386+220.9% |
| Participation rate | 97.7% | 76.6%+21.0pp | 82.8%+14.8pp | 70.7%+27.0pp |
| Annual return | 15.95% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $20,029 | $6,467+209.7% | $7,352+172.4% | $4,046+395.1% |
| Admin fee / account holder | $87 | $711-87.7% | $10,799-99.2% | $626-86.1% |