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 | $3,100 |
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 | $361,870 | $101,317+257.2% | $146,958+146.2% | $74,495+385.8% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 13.68% | 8730.91%-8717.2pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $12,710 | $3,810+233.6% | $4,933+157.7% | $2,623+384.6% |
| Participant deferral / active EE | $13,068 | $7,303+78.9% | $8,070+61.9% | $4,346+200.7% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |