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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,886 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,279 |
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 | $298,990 | $50,982+486.5% | $154,803+93.1% | $85,563+249.4% |
| Participation rate | 98.0% | 59.8%+38.2pp | 78.1%+19.9pp | 66.0%+32.0pp |
| Annual return | 16.14% | 30.35%-14.2pp | 58.88%-42.7pp | 31.51%-15.4pp |
| Employer contribution / active EE | $10,526 | $1,708+516.1% | $4,305+144.5% | $2,654+296.7% |
| Participant deferral / active EE | $9,373 | $2,474+278.8% | $5,540+69.2% | $4,375+114.2% |
| Admin fee / account holder | $131 | $846-84.5% | $14,329-99.1% | $834-84.3% |