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 | $10,805 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $386,648 | $103,966+271.9% | $112,887+242.5% | $75,163+414.4% |
| Participation rate | 90.5% | 75.7%+14.8pp | 80.5%+10.0pp | 67.2%+23.3pp |
| Annual return | 13.65% | 24.54%-10.9pp | 34.10%-20.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,469 | $3,870-36.2% | $4,563-45.9% | $2,670-7.5% |
| Participant deferral / active EE | $15,321 | $5,456+180.8% | $6,513+135.2% | $4,125+271.4% |
| Admin fee / account holder | $112 | $7,663-98.5% | $7,047-98.4% | $5,651-98.0% |