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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,265 |
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 | $299,627 | $82,202+264.5% | $125,339+139.1% | $64,808+362.3% |
| Participation rate | 96.4% | 77.9%+18.5pp | 82.4%+14.0pp | 71.5%+24.9pp |
| Annual return | -15.83% | 3.48%-19.3pp | 572.05%-587.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $10,834 | $3,615+199.6% | $4,814+125.1% | $2,506+332.3% |
| Participant deferral / active EE | $9,321 | $7,175+29.9% | $7,446+25.2% | $4,310+116.2% |
| Admin fee / account holder | $97 | $163-40.7% | $10,010-99.0% | $188-48.5% |