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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,450 |
Service code 99 | Other Fees | $0 |
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 | $662,045 | $101,317+553.4% | $146,958+350.5% | $74,495+788.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 15.89% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $13,007 | $3,810+241.4% | $4,933+163.7% | $2,623+395.9% |
| Participant deferral / active EE | $24,615 | $7,303+237.0% | $8,070+205.0% | $4,346+466.4% |
| Admin fee / account holder | $69 | $1,739-96.0% | $12,998-99.5% | $1,942-96.4% |