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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,170 |
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 | $416,680 | $98,463+323.2% | $119,258+249.4% | $85,850+385.4% |
| Participation rate | 91.0% | 77.6%+13.4pp | 82.7%+8.3pp | 69.3%+21.7pp |
| Annual return | 13.51% | 38.53%-25.0pp | 30.69%-17.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,829 | $3,698-50.5% | $4,384-58.3% | $2,565-28.7% |
| Participant deferral / active EE | $14,467 | $4,942+192.7% | $6,111+136.7% | $3,952+266.1% |
| Admin fee / account holder | $109 | $7,493-98.5% | $7,226-98.5% | $6,260-98.3% |