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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,308 |
Service code 99 | Other Fees | $0 |
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 | $541,069 | $122,186+342.8% | $146,958+268.2% | $199,593+171.1% |
| Participation rate | 97.0% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+25.0pp |
| Annual return | 13.80% | 30.56%-16.8pp | 418.34%-404.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $13,536 | $4,093+230.7% | $4,933+174.4% | $3,034+346.1% |
| Participant deferral / active EE | $14,066 | $8,502+65.4% | $8,070+74.3% | $5,087+176.5% |
| Admin fee / account holder | $55 | $179-69.0% | $12,998-99.6% | $269-79.4% |