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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,945 |
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 | $395,136 | $130,194+203.5% | $169,993+132.4% | $71,457+453.0% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 31.52% | 20.37%+11.2pp | 53.37%-21.9pp | 28.85%+2.7pp |
| Employer contribution / active EE | $29,761 | $4,381+579.3% | $6,785+338.6% | $2,588+1050.1% |
| Participant deferral / active EE | $17,492 | $6,923+152.7% | $10,408+68.1% | $4,289+307.9% |
| Admin fee / account holder | $81 | $966-91.7% | $12,815-99.4% | $1,587-94.9% |