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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,650 |
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 | $348,336 | $98,750+252.7% | $149,696+132.7% | $79,858+336.2% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | 11.38% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,605 | $3,216+43.2% | $4,644-0.8% | $2,471+86.4% |
| Participant deferral / active EE | $9,777 | $5,680+72.1% | $6,842+42.9% | $3,740+161.4% |
| Admin fee / account holder | $142 | $6,053-97.7% | $9,309-98.5% | $5,306-97.3% |