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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,730 |
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 | $446,878 | $79,633+461.2% | $93,789+376.5% | $68,494+552.4% |
| Participation rate | 90.5% | 75.4%+15.1pp | 81.0%+9.5pp | 67.9%+22.6pp |
| Annual return | -15.70% | -0.10%-15.6pp | -11.33%-4.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $19,899 | $3,665+442.9% | $4,323+360.3% | $2,596+666.4% |
| Participant deferral / active EE | $15,244 | $5,158+195.6% | $6,094+150.1% | $4,027+278.5% |
| Admin fee / account holder | $87 | $6,871-98.7% | $7,195-98.8% | $5,403-98.4% |