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 | $600 |
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 | $252,171 | $95,274+164.7% | $135,903+85.6% | $74,419+238.9% |
| Participation rate | 90.5% | 78.2%+12.3pp | 81.9%+8.6pp | 70.7%+19.8pp |
| Annual return | 15.40% | 32.77%-17.4pp | 68.23%-52.8pp | 34.38%-19.0pp |
| Employer contribution / active EE | $12,573 | $3,874+224.5% | $4,856+158.9% | $2,637+376.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $266-99.4% | $10,762-100.0% | $348-99.5% |