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 | $11,551 |
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 | $695,566 | $95,274+630.1% | $135,903+411.8% | $74,419+834.7% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 20.49% | 32.77%-12.3pp | 68.23%-47.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $22,410 | $3,874+478.4% | $4,856+361.5% | $2,637+749.7% |
| Participant deferral / active EE | $16,810 | $7,782+116.0% | $7,758+116.7% | $4,528+271.2% |
| Admin fee / account holder | $17 | $266-93.8% | $10,762-99.8% | $348-95.3% |