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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,175 |
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 | $546,677 | $91,407+498.1% | $135,903+302.3% | $71,457+665.0% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 18.66% | 29.90%-11.2pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $11,870 | $3,703+220.5% | $4,856+144.4% | $2,588+358.7% |
| Participant deferral / active EE | $22,633 | $7,092+219.1% | $7,758+191.7% | $4,289+427.7% |
| Admin fee / account holder | $69 | $1,266-94.6% | $10,762-99.4% | $1,587-95.7% |