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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,340 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,933 |
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 | $482,790 | $47,126+924.5% | $149,673+222.6% | $74,419+548.7% |
| Participation rate | 99.3% | 63.4%+35.9pp | 78.8%+20.5pp | 70.7%+28.6pp |
| Annual return | 19.84% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $24,990 | $1,905+1211.6% | $4,818+418.7% | $2,637+847.5% |
| Participant deferral / active EE | $17,213 | $2,728+531.0% | $5,680+203.0% | $4,528+280.1% |
| Admin fee / account holder | $89 | $343-74.1% | $13,210-99.3% | $348-74.4% |