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 5-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,011 |
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 | $280,998 | $82,978+238.6% | $130,231+115.8% | $74,419+277.6% |
| Participation rate | 99.2% | 73.7%+25.5pp | 76.3%+22.9pp | 70.7%+28.4pp |
| Annual return | 18.57% | 123.05%-104.5pp | 38.77%-20.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $9,788 | $3,391+188.6% | $4,126+137.3% | $2,637+271.1% |
| Participant deferral / active EE | $11,885 | $5,370+121.3% | $6,799+74.8% | $4,528+162.5% |
| Admin fee / account holder | $44 | $354-87.7% | $6,020-99.3% | $348-87.4% |