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.7+ years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $64,274 |
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 | $367,404 | $71,142+416.4% | $119,609+207.2% | $64,808+466.9% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.3%+20.2pp | 71.5%+27.9pp |
| Annual return | 12.03% | -10.01%+22.0pp | -14.97%+27.0pp | 32.82%-20.8pp |
| Employer contribution / active EE | $14,941 | $2,497+498.2% | $4,232+253.1% | $2,506+496.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $58 | $162-64.4% | $10,323-99.4% | $188-69.3% |