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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,023 |
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 | $283,351 | $61,272+362.5% | $149,673+89.3% | $71,457+296.5% |
| Participation rate | 92.6% | 62.5%+30.1pp | 78.8%+13.8pp | 67.9%+24.7pp |
| Annual return | 15.13% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $13,511 | $2,378+468.1% | $4,818+180.5% | $2,588+422.2% |
| Participant deferral / active EE | $10,925 | $2,917+274.5% | $5,680+92.3% | $4,289+154.7% |
| Admin fee / account holder | $52 | $1,261-95.9% | $13,210-99.6% | $1,587-96.7% |