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.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $23,769 |
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 | $482,308 | $122,239+294.6% | $184,203+161.8% | $74,495+547.4% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 16.32% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $29,965 | $4,537+560.4% | $6,427+366.2% | $2,623+1042.4% |
| Participant deferral / active EE | $18,303 | $7,139+156.4% | $9,131+100.4% | $4,346+321.2% |
| Admin fee / account holder | $88 | $1,260-93.0% | $13,901-99.4% | $1,942-95.4% |