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.7 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $94,604 |
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 | $330,838 | $47,126+602.0% | $149,673+121.0% | $74,419+344.6% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.8pp | 70.7%+27.8pp |
| Annual return | 16.88% | 22.75%-5.9pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $13,203 | $1,905+593.0% | $4,818+174.1% | $2,637+400.6% |
| Participant deferral / active EE | $9,179 | $2,728+236.5% | $5,680+61.6% | $4,528+102.7% |
| Admin fee / account holder | $86 | $343-75.0% | $13,210-99.4% | $348-75.3% |