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 | $39,912 |
Service code 99 | Other Fees | $0 |
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 | $369,332 | $106,028+248.3% | $146,958+151.3% | $77,643+375.7% |
| Participation rate | 98.1% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 16.42% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $12,046 | $4,063+196.5% | $4,933+144.2% | $2,726+341.9% |
| Participant deferral / active EE | $10,251 | $7,990+28.3% | $8,070+27.0% | $4,647+120.6% |
| Admin fee / account holder | $87 | $337-74.4% | $12,998-99.3% | $430-79.9% |