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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,346 |
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 | $369,809 | $104,317+254.5% | $159,436+131.9% | $86,799+326.1% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.8%+13.9pp | 72.3%+24.5pp |
| Annual return | 14.38% | 26.32%-11.9pp | 263.57%-249.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $10,768 | $3,451+212.0% | $4,829+123.0% | $2,405+347.7% |
| Participant deferral / active EE | $9,715 | $6,837+42.1% | $7,352+32.1% | $4,131+135.2% |
| Admin fee / account holder | $97 | $172-43.6% | $10,799-99.1% | $170-42.7% |