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.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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,250 | $88,890+193.9% | $102,423+155.1% | $77,643+236.5% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 11.54% | 24.98%-13.4pp | 29.32%-17.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $6,313 | $2,698+134.0% | $3,023+108.8% | $2,726+131.6% |
| Participant deferral / active EE | $6,869 | $5,145+33.5% | $5,053+35.9% | $4,647+47.8% |
| Admin fee / account holder | $20 | $235-91.4% | $9,451-99.8% | $430-95.3% |