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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,183 |
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 | $434,576 | $84,487+414.4% | $125,339+246.7% | $66,914+549.5% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.1pp | 69.8%+29.7pp |
| Annual return | -17.10% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $10,982 | $3,553+209.1% | $4,814+128.2% | $2,544+331.7% |
| Participant deferral / active EE | $20,283 | $6,781+199.1% | $7,446+172.4% | $4,237+378.7% |
| Admin fee / account holder | $70 | $685-89.8% | $10,010-99.3% | $593-88.3% |