Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.10+ years Filed as: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 | Consulting | $15,467 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,250 | $88,982+193.6% | $102,438+155.0% | $77,671+236.4% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 11.54% | 25.01%-13.5pp | 29.37%-17.8pp | 31.21%-19.7pp |
| Employer contribution / active EE | $6,313 | $2,698+134.0% | $3,024+108.8% | $2,726+131.6% |
| Participant deferral / active EE | $6,869 | $5,144+33.5% | $5,054+35.9% | $4,648+47.8% |
| Admin fee / account holder | $20 | $236-91.4% | $9,448-99.8% | $430-95.3% |