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.5+ years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $61,883 |
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 | $264,260 | $78,419+237.0% | $133,956+97.3% | $73,409+260.0% |
| Participation rate | 99.9% | 78.6%+21.3pp | 79.8%+20.0pp | 72.2%+27.7pp |
| Annual return | 6.82% | 33.35%-26.5pp | 45.09%-38.3pp | 59.29%-52.5pp |
| Employer contribution / active EE | $11,623 | $2,044+468.7% | $3,919+196.6% | $2,234+420.4% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $58 | $161-63.8% | $8,927-99.3% | $158-63.0% |