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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,239 |
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 | $423,122 | $91,407+362.9% | $135,903+211.3% | $71,457+492.1% |
| Participation rate | 97.2% | 75.7%+21.6pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | 20.93% | 29.90%-9.0pp | 68.23%-47.3pp | 28.85%-7.9pp |
| Employer contribution / active EE | $10,814 | $3,703+192.0% | $4,856+122.7% | $2,588+317.9% |
| Participant deferral / active EE | $8,705 | $7,092+22.7% | $7,758+12.2% | $4,289+103.0% |
| Admin fee / account holder | $194 | $1,266-84.7% | $10,762-98.2% | $1,587-87.8% |