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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,210 |
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 | $540,656 | $89,652+503.1% | $141,162+283.0% | $65,185+729.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.90% | 32.79%-9.9pp | 71.39%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $14,306 | $3,065+366.8% | $4,735+202.1% | $2,177+557.2% |
| Participant deferral / active EE | $13,013 | $5,691+128.7% | $6,709+94.0% | $3,514+270.4% |
| Admin fee / account holder | $13 | $569-97.8% | $10,261-99.9% | $847-98.5% |