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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,309 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,140 |
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 | $446,029 | $46,292+863.5% | $143,757+210.3% | $64,808+588.2% |
| Participation rate | 99.5% | 64.2%+35.2pp | 80.3%+19.1pp | 71.5%+28.0pp |
| Annual return | -13.56% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $24,913 | $1,910+1204.6% | $4,951+403.2% | $2,506+894.2% |
| Participant deferral / active EE | $16,204 | $2,646+512.5% | $5,637+187.5% | $4,310+275.9% |
| Admin fee / account holder | $84 | $154-45.5% | $14,673-99.4% | $188-55.4% |