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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,004 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,640 |
Service code 99 | Other Fees | $0 |
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 | $506,872 | $50,815+897.5% | $155,509+225.9% | $77,643+552.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.22% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $27,466 | $1,993+1278.3% | $4,672+487.8% | $2,726+907.6% |
| Participant deferral / active EE | $16,929 | $2,822+499.9% | $5,626+200.9% | $4,647+264.3% |
| Admin fee / account holder | $92 | $437-78.9% | $15,912-99.4% | $430-78.6% |