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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,083 |
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 | $439,415 | $95,388+360.7% | $125,339+250.6% | $77,904+464.0% |
| Participation rate | 97.6% | 78.6%+19.0pp | 82.4%+15.2pp | 73.7%+23.9pp |
| Annual return | -15.80% | 116.19%-132.0pp | 572.05%-587.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $12,252 | $3,666+234.2% | $4,814+154.5% | $2,848+330.3% |
| Participant deferral / active EE | $12,003 | $7,711+55.7% | $7,446+61.2% | $4,806+149.8% |
| Admin fee / account holder | $64 | $119-46.4% | $10,010-99.4% | $133-52.0% |