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) | $36,209 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,687 |
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 | $403,942 | $111,491+262.3% | $189,513+113.1% | $86,799+365.4% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.8%+10.2pp | 72.3%+25.7pp |
| Annual return | 16.88% | 83.50%-66.6pp | 555.15%-538.3pp | 97.91%-81.0pp |
| Employer contribution / active EE | $7,386 | $3,951+86.9% | $6,162+19.9% | $2,405+207.1% |
| Participant deferral / active EE | $14,857 | $6,437+130.8% | $8,221+80.7% | $4,131+259.7% |
| Admin fee / account holder | $103 | $189-45.5% | $12,045-99.1% | $170-39.3% |