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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,325 |
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 | $529,519 | $103,966+409.3% | $112,887+369.1% | $75,163+604.5% |
| Participation rate | 89.9% | 75.7%+14.2pp | 80.5%+9.4pp | 67.2%+22.7pp |
| Annual return | 19.31% | 24.54%-5.2pp | 34.10%-14.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $19,270 | $3,870+397.9% | $4,563+322.3% | $2,670+621.8% |
| Participant deferral / active EE | $17,389 | $5,456+218.7% | $6,513+167.0% | $4,125+321.5% |
| Admin fee / account holder | $91 | $7,663-98.8% | $7,047-98.7% | $5,651-98.4% |