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 | $16,432 |
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 | $378,901 | $104,475+262.7% | $159,436+137.7% | $79,386+377.3% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 17.62% | 67.95%-50.3pp | 263.57%-246.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $18,474 | $6,467+185.7% | $7,352+151.3% | $4,046+356.7% |
| Admin fee / account holder | $86 | $711-87.9% | $10,799-99.2% | $626-86.3% |