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 | $27,994 |
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 | $611,091 | $100,923+505.5% | $150,045+307.3% | $74,304+722.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.92% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $18,684 | $3,463+439.5% | $4,693+298.1% | $2,241+733.7% |
| Participant deferral / active EE | $15,909 | $6,709+137.1% | $7,997+98.9% | $3,767+322.3% |
| Admin fee / account holder | $112 | $2,767-96.0% | $13,435-99.2% | $2,969-96.2% |