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 | $39,966 |
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 | $410,928 | $51,045+705.0% | $70,515+482.8% | $71,457+475.1% |
| Participation rate | 99.5% | 59.4%+40.1pp | 68.3%+31.1pp | 67.9%+31.6pp |
| Annual return | 17.31% | 42.63%-25.3pp | 32.77%-15.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $8,741 | $1,790+388.2% | $2,973+194.0% | $2,588+237.8% |
| Participant deferral / active EE | $15,849 | $3,026+423.7% | $4,567+247.1% | $4,289+269.6% |
| Admin fee / account holder | $176 | $1,994-91.2% | $6,412-97.3% | $1,587-88.9% |