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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,104 |
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 | $308,030 | $69,848+341.0% | $115,756+166.1% | $66,914+360.3% |
| Participation rate | 99.1% | 70.6%+28.4pp | 77.1%+22.0pp | 69.8%+29.3pp |
| Annual return | -15.21% | 969.66%-984.9pp | 143.14%-158.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $17,182 | $2,613+557.6% | $3,793+353.0% | $2,544+575.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $49 | $337-85.5% | $8,124-99.4% | $593-91.8% |