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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,892 |
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 | $282,498 | $49,915+466.0% | $154,803+82.5% | $74,304+280.2% |
| Participation rate | 94.0% | 54.0%+40.0pp | 78.1%+15.9pp | 60.3%+33.6pp |
| Annual return | 12.97% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $14,684 | $1,611+811.4% | $4,305+241.1% | $2,241+555.2% |
| Participant deferral / active EE | $8,879 | $2,255+293.8% | $5,540+60.3% | $3,767+135.7% |
| Admin fee / account holder | $25 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |