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 | $14,534 |
Employer contribution per participant 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 | $482,807 | $101,317+376.5% | $146,958+228.5% | $74,495+548.1% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.2%+6.7pp | 67.2%+21.7pp |
| Annual return | 16.28% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $18,725 | $7,303+156.4% | $8,070+132.0% | $4,346+330.9% |
| Admin fee / account holder | $74 | $1,739-95.8% | $12,998-99.4% | $1,942-96.2% |