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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,802 |
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 | $332,299 | $95,274+248.8% | $135,903+144.5% | $74,419+346.5% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 20.22% | 32.77%-12.5pp | 68.23%-48.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $11,588 | $3,874+199.1% | $4,856+138.6% | $2,637+339.4% |
| Participant deferral / active EE | $9,776 | $7,782+25.6% | $7,758+26.0% | $4,528+115.9% |
| Admin fee / account holder | $85 | $266-68.1% | $10,762-99.2% | $348-75.6% |