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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,343 |
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 | $357,743 | $122,186+192.8% | $146,958+143.4% | $199,593+79.2% |
| Participation rate | 99.2% | 78.3%+20.9pp | 82.2%+17.0pp | 72.0%+27.2pp |
| Annual return | 14.44% | 30.56%-16.1pp | 418.34%-403.9pp | 34.25%-19.8pp |
| Employer contribution / active EE | $14,074 | $4,093+243.9% | $4,933+185.3% | $3,034+363.9% |
| Participant deferral / active EE | $14,369 | $8,502+69.0% | $8,070+78.1% | $5,087+182.5% |
| Admin fee / account holder | $39 | $179-78.2% | $12,998-99.7% | $269-85.5% |