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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $60,793 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,650 |
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 | $266,785 | $82,202+224.5% | $125,339+112.9% | $64,808+311.7% |
| Participation rate | 91.6% | 77.9%+13.8pp | 82.4%+9.3pp | 71.5%+20.2pp |
| Annual return | -14.13% | 3.48%-17.6pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $3,505 | $3,615-3.1% | $4,814-27.2% | $2,506+39.9% |
| Participant deferral / active EE | $9,673 | $7,175+34.8% | $7,446+29.9% | $4,310+124.4% |
| Admin fee / account holder | $75 | $163-54.1% | $10,010-99.3% | $188-60.1% |