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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,495 |
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 | $362,418 | $84,487+329.0% | $125,339+189.2% | $66,914+441.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -1.43% | -8.39%+7.0pp | 572.05%-573.5pp | 1.58%-3.0pp |
| Employer contribution / active EE | $5,481 | $3,553+54.3% | $4,814+13.9% | $2,544+115.4% |
| Participant deferral / active EE | $8,272 | $6,781+22.0% | $7,446+11.1% | $4,237+95.2% |
| Admin fee / account holder | $277 | $685-59.6% | $10,010-97.2% | $593-53.3% |