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.8+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,509 |
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 | $258,026 | $102,553+151.6% | $151,611+70.2% | $66,914+285.6% |
| Participation rate | 96.4% | 85.5%+10.9pp | 87.5%+8.9pp | 69.8%+26.6pp |
| Annual return | -16.40% | -10.82%-5.6pp | 3.33%-19.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $14,156 | $4,180+238.6% | $6,166+129.6% | $2,544+456.4% |
| Participant deferral / active EE | $14,321 | $6,641+115.6% | $8,363+71.2% | $4,237+238.0% |
| Admin fee / account holder | $37 | $630-94.1% | $11,616-99.7% | $593-93.8% |