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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,308 |
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 | $475,650 | $84,487+463.0% | $125,339+279.5% | $66,914+610.8% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -20.40% | -8.39%-12.0pp | 572.05%-592.5pp | 1.58%-22.0pp |
| Employer contribution / active EE | $17,686 | $3,553+397.8% | $4,814+267.4% | $2,544+595.2% |
| Participant deferral / active EE | $14,073 | $6,781+107.5% | $7,446+89.0% | $4,237+232.2% |
| Admin fee / account holder | $16 | $685-97.7% | $10,010-99.8% | $593-97.4% |