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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,480 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,333 | $52,953+427.5% | $172,739+61.7% | $65,185+328.5% |
| Participation rate | 99.3% | 66.2%+33.1pp | 82.6%+16.6pp | 70.2%+29.1pp |
| Annual return | 21.37% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $10,106 | $2,190+361.5% | $5,143+96.5% | $2,177+364.3% |
| Participant deferral / active EE | $8,725 | $2,471+253.2% | $5,198+67.9% | $3,514+148.3% |
| Admin fee / account holder | $53 | $472-88.8% | $13,954-99.6% | $847-93.8% |