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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,278 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $486,797 | $107,459+353.0% | $135,903+258.2% | $80,160+507.3% |
| Participation rate | 97.5% | 78.0%+19.5pp | 81.9%+15.6pp | 72.9%+24.6pp |
| Annual return | 17.02% | 91.91%-74.9pp | 68.23%-51.2pp | 40.38%-23.4pp |
| Employer contribution / active EE | $13,130 | $3,877+238.6% | $4,856+170.4% | $2,978+340.9% |
| Participant deferral / active EE | $13,660 | $8,195+66.7% | $7,758+76.1% | $5,017+172.3% |
| Admin fee / account holder | $54 | $127-57.1% | $10,762-99.5% | $145-62.4% |