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 | $20,125 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,477 |
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 | $577,885 | $104,475+453.1% | $159,436+262.5% | $79,386+627.9% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | 15.44% | 67.95%-52.5pp | 263.57%-248.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $17,592 | $3,417+414.9% | $4,829+264.3% | $2,427+624.7% |
| Participant deferral / active EE | $12,229 | $6,467+89.1% | $7,352+66.3% | $4,046+202.3% |
| Admin fee / account holder | $86 | $711-87.9% | $10,799-99.2% | $626-86.2% |