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 | $10,942 |
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 | $346,486 | $79,633+335.1% | $93,789+269.4% | $68,494+405.9% |
| Participation rate | 90.9% | 75.4%+15.5pp | 81.0%+10.0pp | 67.9%+23.0pp |
| Annual return | -13.12% | -0.10%-13.0pp | -11.33%-1.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,155 | $3,665-41.2% | $4,323-50.1% | $2,596-17.0% |
| Participant deferral / active EE | $14,080 | $5,158+173.0% | $6,094+131.0% | $4,027+249.6% |
| Admin fee / account holder | $115 | $6,871-98.3% | $7,195-98.4% | $5,403-97.9% |