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 6-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 | $11,875 |
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 | $487,764 | $138,385+252.5% | $184,200+164.8% | $80,874+503.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.67% | 20.02%-7.3pp | 28.80%-16.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $9,564 | $4,849+97.2% | $6,424+48.9% | $2,756+247.1% |
| Participant deferral / active EE | $16,166 | $7,073+128.6% | $9,132+77.0% | $4,297+276.2% |
| Admin fee / account holder | $87 | $10,483-99.2% | $13,907-99.4% | $6,935-98.8% |