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 | $79,260 |
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 | $311,867 | $185,342+68.3% | $111,297+180.2% | $86,799+259.3% |
| Participation rate | 97.6% | 81.0%+16.6pp | 77.3%+20.2pp | 72.3%+25.3pp |
| Annual return | 14.24% | 500.80%-486.6pp | 54.65%-40.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $7,818 | $2,246+248.0% | $2,731+186.2% | $2,405+225.0% |
| Participant deferral / active EE | $13,910 | $4,458+212.0% | $4,487+210.0% | $4,131+236.7% |
| Admin fee / account holder | $106 | $255-58.4% | $7,964-98.7% | $170-37.3% |