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 7-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $93,346 |
RVK, INC.4 years Filed as: R V KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $23,449 |
Annual investment return 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 | $254,303 | $71,142+257.5% | $119,609+112.6% | $64,808+292.4% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.3%+20.3pp | 71.5%+28.0pp |
| Annual return | -18.37% | -10.01%-8.4pp | -14.97%-3.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $6,902 | $2,497+176.4% | $4,232+63.1% | $2,506+175.4% |
| Participant deferral / active EE | $16,565 | $4,490+269.0% | $5,602+195.7% | $4,310+284.3% |
| Admin fee / account holder | $161 | $162-0.6% | $10,323-98.4% | $188-14.2% |