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) | $34,770 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,682 |
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 | $382,783 | $100,227+281.9% | $169,993+125.2% | $74,419+414.4% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.8pp |
| Annual return | 18.47% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $7,854 | $4,263+84.2% | $6,785+15.7% | $2,637+197.8% |
| Participant deferral / active EE | $16,178 | $7,143+126.5% | $10,408+55.4% | $4,528+257.3% |
| Admin fee / account holder | $99 | $234-57.6% | $12,815-99.2% | $348-71.4% |