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.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,605 |
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 | $292,390 | $65,061+349.4% | $143,757+103.4% | $66,914+337.0% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -15.18% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $11,850 | $2,361+402.0% | $4,951+139.3% | $2,544+365.8% |
| Participant deferral / active EE | $10,322 | $2,919+253.6% | $5,637+83.1% | $4,237+143.6% |
| Admin fee / account holder | $52 | $502-89.6% | $14,673-99.6% | $593-91.2% |