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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,932 |
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 | $302,382 | $58,879+413.6% | $178,490+69.4% | $73,488+311.5% |
| Participation rate | 95.9% | 66.2%+29.7pp | 81.9%+14.0pp | 70.7%+25.3pp |
| Annual return | 10.47% | 24.86%-14.4pp | 151.07%-140.6pp | 28.51%-18.0pp |
| Employer contribution / active EE | $11,706 | $2,236+423.5% | $5,011+133.6% | $2,270+415.6% |
| Participant deferral / active EE | $10,433 | $2,567+306.4% | $5,202+100.6% | $3,740+179.0% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.7% |