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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $19,745 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,634 |
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 | $1,002,494 | $77,899+1186.9% | $149,673+569.8% | $75,163+1233.8% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 5.16% | 31.72%-26.6pp | 134.42%-129.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $12,556 | $3,137+300.2% | $4,818+160.6% | $2,670+370.3% |
| Participant deferral / active EE | $9,733 | $3,411+185.3% | $5,680+71.4% | $4,125+135.9% |
| Admin fee / account holder | $175 | $5,956-97.1% | $13,210-98.7% | $5,651-96.9% |