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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
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 | $280,694 | $104,317+169.1% | $159,436+76.1% | $86,799+223.4% |
| Participation rate | 90.1% | 77.7%+12.4pp | 82.8%+7.3pp | 72.3%+17.8pp |
| Annual return | 11.24% | 26.32%-15.1pp | 263.57%-252.3pp | 97.91%-86.7pp |
| Employer contribution / active EE | $11,268 | $3,451+226.5% | $4,829+133.3% | $2,405+368.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $172-99.1% | $10,799-100.0% | $170-99.1% |