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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,791 |
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 | $327,029 | $104,317+213.5% | $159,436+105.1% | $86,799+276.8% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.3pp | 72.3%+20.8pp |
| Annual return | 12.53% | 26.32%-13.8pp | 263.57%-251.0pp | 97.91%-85.4pp |
| Employer contribution / active EE | $3,593 | $3,451+4.1% | $4,829-25.6% | $2,405+49.4% |
| Participant deferral / active EE | $9,608 | $6,837+40.5% | $7,352+30.7% | $4,131+132.6% |
| Admin fee / account holder | $132 | $172-23.1% | $10,799-98.8% | $170-21.9% |