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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,655 |
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 | $495,093 | $99,957+395.3% | $149,696+230.7% | $73,488+573.7% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.1pp | 70.7%+26.9pp |
| Annual return | 13.79% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $16,535 | $3,191+418.2% | $4,644+256.0% | $2,270+628.4% |
| Participant deferral / active EE | $11,203 | $6,073+84.5% | $6,842+63.7% | $3,740+199.6% |
| Admin fee / account holder | $141 | $551-74.5% | $9,309-98.5% | $513-72.6% |