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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $275,286 | $86,944+216.6% | $107,525+156.0% | $74,304+270.5% |
| Participation rate | 94.2% | 59.6%+34.6pp | 75.1%+19.1pp | 60.3%+33.8pp |
| Annual return | 15.86% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $7,647 | $2,757+177.4% | $3,754+103.7% | $2,241+241.2% |
| Participant deferral / active EE | $8,008 | $3,554+125.3% | $5,116+56.5% | $3,767+112.6% |
| Admin fee / account holder | $12 | $3,727-99.7% | $8,919-99.9% | $2,969-99.6% |