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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,690 |
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 | $90,583 | $108,919-16.8% | $100,391-9.8% | $145,922-37.9% |
| Participation rate | 81.8% | 82.9%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 15.30% | 57.88%-42.6pp | 49.20%-33.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,001 | $4,419+81.0% | $3,942+103.0% | $4,660+71.7% |
| Participant deferral / active EE | $16,489 | $8,445+95.3% | $8,082+104.0% | $6,688+146.6% |
| Admin fee / account holder | $32 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |