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 6-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 INC. Service code 15 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $76,000 |
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 | $792,900 | $139,767+467.3% | $153,485+416.6% | $199,593+297.3% |
| Participation rate | 96.7% | 85.1%+11.6pp | 77.1%+19.6pp | 72.0%+24.7pp |
| Annual return | 15.49% | 20.59%-5.1pp | 15.65%-0.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $19,605 | $6,517+200.8% | $5,039+289.1% | $3,034+546.1% |
| Participant deferral / active EE | $26,380 | $8,055+227.5% | $6,757+290.4% | $5,087+418.6% |
| Admin fee / account holder | $21 | $98-78.7% | $12,724-99.8% | $269-92.2% |