See peer percentile detail. $4.99 for your first month.
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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 | $29,875 |
ARONSON LLC1 year Filed as: ARONSON, LLC Service code 10 · EIN 37-1611326 | Accounting | $12,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,790 | $104,317+189.3% | $159,436+89.3% | $86,799+247.7% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.2pp | 72.3%+26.8pp |
| Annual return | 13.05% | 26.32%-13.3pp | 263.57%-250.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $47 | $172-72.8% | $10,799-99.6% | $170-72.4% |