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 | $181,933 |
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 | $549,471 | $120,450+356.2% | $159,436+244.6% | $93,030+490.6% |
| Participation rate | 97.9% | 78.0%+20.0pp | 82.8%+15.1pp | 73.9%+24.0pp |
| Annual return | 15.01% | 27.11%-12.1pp | 263.57%-248.6pp | 158.70%-143.7pp |
| Employer contribution / active EE | $12,347 | $3,526+250.2% | $4,829+155.7% | $2,706+356.3% |
| Participant deferral / active EE | $11,887 | $7,283+63.2% | $7,352+61.7% | $4,562+160.6% |
| Admin fee / account holder | $76 | $137-44.5% | $10,799-99.3% | $152-50.0% |