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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,231 |
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 | $381,925 | $84,487+352.1% | $125,339+204.7% | $66,914+470.8% |
| Participation rate | 84.6% | 76.4%+8.2pp | 82.4%+2.2pp | 69.8%+14.8pp |
| Annual return | 6.63% | -8.39%+15.0pp | 572.05%-565.4pp | 1.58%+5.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $16,085 | $6,781+137.2% | $7,446+116.0% | $4,237+279.6% |
| Admin fee / account holder | $84 | $685-87.7% | $10,010-99.2% | $593-85.8% |