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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,550 |
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 | $491,214 | $104,475+370.2% | $159,436+208.1% | $79,386+518.8% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | 14.85% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $10,595 | $3,417+210.1% | $4,829+119.4% | $2,427+336.5% |
| Participant deferral / active EE | $19,442 | $6,467+200.6% | $7,352+164.4% | $4,046+380.6% |
| Admin fee / account holder | $65 | $711-90.8% | $10,799-99.4% | $626-89.6% |