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.11+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Claims processing | $21,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,124 | $51,895+293.3% | $93,063+119.3% | $79,634+156.3% |
| Participation rate | 85.9% | 52.6%+33.3pp | 72.1%+13.7pp | 62.5%+23.4pp |
| Annual return | 14.48% | 18.14%-3.7pp | 34.15%-19.7pp | 36.46%-22.0pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $7,654 | $2,964+158.2% | $3,958+93.4% | $3,835+99.6% |
| Admin fee / account holder | $65 | $657-90.0% | $6,033-98.9% | $1,002-93.5% |