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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,532 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,556 |
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 | $561,485 | $56,485+894.0% | $185,823+202.2% | $86,799+546.9% |
| Participation rate | 99.4% | 65.5%+33.9pp | 81.7%+17.7pp | 72.3%+27.1pp |
| Annual return | 15.64% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $24,369 | $1,843+1222.4% | $5,167+371.6% | $2,405+913.1% |
| Participant deferral / active EE | $15,464 | $2,553+505.7% | $5,568+177.7% | $4,131+274.3% |
| Admin fee / account holder | $96 | $150-35.7% | $16,237-99.4% | $170-43.2% |