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 | $2,350 |
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 | $307,542 | $95,274+222.8% | $135,903+126.3% | $74,419+313.3% |
| Participation rate | 74.7% | 78.2%-3.5pp | 81.9%-7.2pp | 70.7%+4.0pp |
| Annual return | 36.29% | 32.77%+3.5pp | 68.23%-31.9pp | 34.38%+1.9pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,321 | $7,782+58.3% | $7,758+58.8% | $4,528+172.1% |
| Admin fee / account holder | $3 | $266-98.8% | $10,762-100.0% | $348-99.1% |