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 | $600 |
Service code 99 | Other Fees | $0 |
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 | $325,524 | $119,446+172.5% | $150,045+117.0% | $85,563+280.5% |
| Participation rate | 85.1% | 75.4%+9.7pp | 82.3%+2.8pp | 66.0%+19.1pp |
| Annual return | 15.10% | 23.72%-8.6pp | 62.55%-47.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $12,855 | $4,078+215.2% | $4,693+173.9% | $2,654+384.5% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $2 | $548-99.7% | $13,435-100.0% | $834-99.8% |