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 | $2,795 |
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 | $349,948 | $77,314+352.6% | $177,989+96.6% | $80,856+332.8% |
| Participation rate | 96.3% | 65.7%+30.6pp | 77.1%+19.2pp | 67.6%+28.7pp |
| Annual return | 14.69% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $6,868 | $2,292+199.6% | $3,949+73.9% | $2,755+149.3% |
| Participant deferral / active EE | $13,816 | $4,411+213.2% | $6,276+120.1% | $4,296+221.6% |
| Admin fee / account holder | $23 | $7,191-99.7% | $10,363-99.8% | $6,918-99.7% |