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: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $49,373 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,415 | $62,267+376.0% | $110,238+168.9% | $55,725+431.9% |
| Participation rate | 99.8% | 78.1%+21.7pp | 79.8%+20.0pp | 70.9%+29.0pp |
| Annual return | 23.02% | -1.07%+24.1pp | 314.74%-291.7pp | 244.93%-221.9pp |
| Employer contribution / active EE | $11,228 | $1,941+478.3% | $3,826+193.4% | $2,078+440.3% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $48 | $121-60.7% | $8,547-99.4% | $115-58.7% |