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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $417,635 | $100,923+313.8% | $150,045+178.3% | $74,304+462.1% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.2pp | 60.3%+35.1pp |
| Annual return | 17.54% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $13,792 | $3,463+298.2% | $4,693+193.9% | $2,241+515.4% |
| Participant deferral / active EE | $13,811 | $6,709+105.8% | $7,997+72.7% | $3,767+266.6% |
| Admin fee / account holder | $10 | $2,767-99.7% | $13,435-99.9% | $2,969-99.7% |