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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,828 |
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 | $255,385 | $55,415+360.9% | $155,509+64.2% | $74,495+242.8% |
| Participation rate | 93.7% | 61.9%+31.7pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 15.32% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $12,925 | $2,267+470.1% | $4,672+176.6% | $2,623+392.8% |
| Participant deferral / active EE | $9,371 | $2,836+230.4% | $5,626+66.6% | $4,346+115.6% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.8% | $1,942-98.7% |