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 | $66,228 |
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 | $424,875 | $101,317+319.4% | $146,958+189.1% | $74,495+470.3% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 13.24% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,715 | $3,810+76.2% | $4,933+36.1% | $2,623+156.0% |
| Participant deferral / active EE | $11,796 | $7,303+61.5% | $8,070+46.2% | $4,346+171.4% |
| Admin fee / account holder | $215 | $1,739-87.6% | $12,998-98.3% | $1,942-88.9% |