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 | $2,475 |
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 | $357,272 | $106,028+237.0% | $146,958+143.1% | $77,643+360.1% |
| Participation rate | 71.0% | 78.4%-7.3pp | 82.2%-11.1pp | 70.6%+0.5pp |
| Annual return | 17.35% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,744 | $7,990+47.0% | $8,070+45.5% | $4,647+152.7% |
| Admin fee / account holder | $4 | $337-98.9% | $12,998-100.0% | $430-99.2% |