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.9+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,564 |
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 | $294,887 | $130,194+126.5% | $169,993+73.5% | $71,457+312.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 21.22% | 20.37%+0.9pp | 53.37%-32.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $9,022 | $4,381+105.9% | $6,785+33.0% | $2,588+248.7% |
| Participant deferral / active EE | $17,288 | $6,923+149.7% | $10,408+66.1% | $4,289+303.1% |
| Admin fee / account holder | $34 | $966-96.5% | $12,815-99.7% | $1,587-97.8% |