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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $553,982 | $70,002+691.4% | $115,037+381.6% | $52,331+958.6% |
| Participation rate | 98.9% | 72.1%+26.8pp | 81.4%+17.6pp | 68.1%+30.8pp |
| Annual return | -1.09% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $25,092 | $2,715+824.2% | $4,608+444.5% | $1,882+1233.5% |
| Participant deferral / active EE | $7,724 | $4,920+57.0% | $6,026+28.2% | $3,022+155.6% |
| Admin fee / account holder | $285 | $566-49.6% | $8,175-96.5% | $592-51.8% |