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: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $51,584 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $270,324 | $69,159+290.9% | $125,175+116.0% | $67,579+300.0% |
| Participation rate | 99.7% | 78.2%+21.5pp | 79.8%+19.9pp | 71.3%+28.4pp |
| Annual return | -1.64% | 27.12%-28.8pp | 43.79%-45.4pp | 378.56%-380.2pp |
| Employer contribution / active EE | $12,137 | $2,023+499.8% | $3,865+214.0% | $2,148+465.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $52 | $142-63.2% | $9,702-99.5% | $142-63.3% |