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.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,715 |
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 | $251,694 | $61,156+311.6% | $185,823+35.4% | $79,386+217.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.74% | 19.45%-3.7pp | 122.05%-106.3pp | 116.85%-101.1pp |
| Employer contribution / active EE | $5,653 | $2,321+143.6% | $5,167+9.4% | $2,427+132.9% |
| Participant deferral / active EE | $4,380 | $2,789+57.1% | $5,568-21.3% | $4,046+8.3% |
| Admin fee / account holder | $56 | $710-92.0% | $16,237-99.7% | $626-91.0% |