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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,970 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,607 | $105,126-20.5% | $94,646-11.7% | $139,434-40.0% |
| Participation rate | 81.3% | 82.4%-1.1pp | 80.8%+0.4pp | 80.3%+0.9pp |
| Annual return | 18.25% | 38.03%-19.8pp | 156.71%-138.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $21,030 | $4,106+412.2% | $3,672+472.7% | $4,751+342.7% |
| Participant deferral / active EE | $84,268 | $7,599+1008.9% | $7,418+1036.0% | $6,710+1155.8% |
| Admin fee / account holder | $33 | $8,984-99.6% | $7,231-99.6% | $11,403-99.7% |