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 | $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 | $275,146 | $101,317+171.6% | $146,958+87.2% | $74,495+269.3% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 14.10% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,167 | $3,810+9.4% | $4,933-15.5% | $2,623+58.9% |
| Participant deferral / active EE | $8,915 | $7,303+22.1% | $8,070+10.5% | $4,346+105.1% |
| Admin fee / account holder | $12 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |