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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,570 |
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 | $424,567 | $89,698+373.3% | $103,476+310.3% | $80,856+425.1% |
| Participation rate | 85.2% | 76.0%+9.3pp | 80.5%+4.7pp | 67.6%+17.6pp |
| Annual return | 12.76% | 22.78%-10.0pp | 23.90%-11.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,361 | $4,018-41.2% | $4,672-49.5% | $2,755-14.3% |
| Participant deferral / active EE | $16,170 | $5,456+196.4% | $6,623+144.2% | $4,296+276.4% |
| Admin fee / account holder | $114 | $6,768-98.3% | $9,413-98.8% | $6,918-98.4% |