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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,706 |
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 | $317,129 | $99,957+217.3% | $149,696+111.8% | $73,488+331.5% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 18.04% | 53.87%-35.8pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $7,563 | $3,191+137.0% | $4,644+62.8% | $2,270+233.1% |
| Participant deferral / active EE | $7,155 | $6,073+17.8% | $6,842+4.6% | $3,740+91.3% |
| Admin fee / account holder | $98 | $551-82.2% | $9,309-98.9% | $513-80.9% |