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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,450 |
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 | $454,175 | $101,317+348.3% | $146,958+209.1% | $74,495+509.7% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 15.38% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $11,931 | $3,810+213.1% | $4,933+141.9% | $2,623+354.9% |
| Participant deferral / active EE | $9,655 | $7,303+32.2% | $8,070+19.6% | $4,346+122.2% |
| Admin fee / account holder | $244 | $1,739-86.0% | $12,998-98.1% | $1,942-87.4% |