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 GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,683 |
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 | $357,971 | $132,049+171.1% | $200,582+78.5% | $74,304+381.8% |
| Participation rate | 98.5% | 84.1%+14.4pp | 86.9%+11.6pp | 60.3%+38.2pp |
| Annual return | 16.01% | 22.22%-6.2pp | 42.33%-26.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $9,278 | $4,558+103.6% | $6,419+44.5% | $2,241+314.0% |
| Participant deferral / active EE | $18,659 | $7,213+158.7% | $9,331+100.0% | $3,767+395.3% |
| Admin fee / account holder | $34 | $2,405-98.6% | $16,305-99.8% | $2,969-98.9% |