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) | $24,861 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,903 |
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 | $406,523 | $129,021+215.1% | $184,203+120.7% | $77,643+423.6% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 14.11% | 33.27%-19.2pp | 28.81%-14.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $5,351 | $4,413+21.3% | $6,427-16.7% | $2,726+96.3% |
| Participant deferral / active EE | $12,520 | $7,297+71.6% | $9,131+37.1% | $4,647+169.4% |
| Admin fee / account holder | $80 | $254-68.4% | $13,901-99.4% | $430-81.3% |