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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,784 |
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 | $326,733 | $89,588+264.7% | $136,007+140.2% | $77,643+320.8% |
| Participation rate | 98.7% | 74.3%+24.4pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 13.78% | 17.42%-3.6pp | 579.32%-565.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $11,205 | $3,491+221.0% | $4,217+165.7% | $2,726+311.1% |
| Participant deferral / active EE | $13,506 | $5,591+141.5% | $7,025+92.3% | $4,647+190.6% |
| Admin fee / account holder | $52 | $539-90.4% | $6,858-99.2% | $430-87.9% |