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 | $13,557 |
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 | $322,928 | $80,138+303.0% | $130,231+148.0% | $71,457+351.9% |
| Participation rate | 98.6% | 71.0%+27.6pp | 76.3%+22.3pp | 67.9%+30.7pp |
| Annual return | 14.79% | 16.81%-2.0pp | 38.77%-24.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $18,517 | $2,834+553.4% | $4,126+348.8% | $2,588+615.6% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,289-100.0% |
| Admin fee / account holder | $49 | $1,035-95.3% | $6,020-99.2% | $1,587-96.9% |