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 | $14,784 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $327,063 | $89,248+266.5% | $136,007+140.5% | $74,495+339.0% |
| Participation rate | 97.4% | 69.4%+28.0pp | 76.5%+21.0pp | 67.2%+30.2pp |
| Annual return | 10.89% | 22.76%-11.9pp | 579.32%-568.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $18,781 | $2,838+561.8% | $4,217+345.4% | $2,623+616.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $49 | $1,545-96.8% | $6,858-99.3% | $1,942-97.5% |