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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,275 |
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 | $419,125 | $119,446+250.9% | $150,045+179.3% | $85,563+389.8% |
| Participation rate | 72.4% | 75.4%-3.1pp | 82.3%-10.0pp | 66.0%+6.4pp |
| Annual return | 19.76% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $12,479 | $7,985+56.3% | $7,997+56.0% | $4,375+185.2% |
| Admin fee / account holder | $3 | $548-99.4% | $13,435-100.0% | $834-99.6% |