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.8+ years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $80,337 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,816 | $91,372+310.2% | $129,995+188.3% | $74,419+403.7% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+29.0pp |
| Annual return | 10.03% | 23.21%-13.2pp | -137.18%+147.2pp | 34.38%-24.3pp |
| Employer contribution / active EE | $15,078 | $2,563+488.2% | $4,320+249.1% | $2,637+471.7% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $70 | $283-75.2% | $10,614-99.3% | $348-79.8% |