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 Service code 15 · EIN 23-1945930 | Recordkeeping | $84,595 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,769 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $300,838 | $95,274+215.8% | $135,903+121.4% | $74,419+304.3% |
| Participation rate | 84.3% | 78.2%+6.2pp | 81.9%+2.4pp | 70.7%+13.6pp |
| Annual return | 6.60% | 32.77%-26.2pp | 68.23%-61.6pp | 34.38%-27.8pp |
| Employer contribution / active EE | $3,410 | $3,874-12.0% | $4,856-29.8% | $2,637+29.3% |
| Participant deferral / active EE | $10,009 | $7,782+28.6% | $7,758+29.0% | $4,528+121.0% |
| Admin fee / account holder | $134 | $266-49.6% | $10,762-98.8% | $348-61.5% |