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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $256,458 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,636 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,824 | $82,917+178.4% | $103,333+123.4% | $77,643+197.3% |
| Participation rate | 94.7% | 71.6%+23.2pp | 74.5%+20.2pp | 70.6%+24.2pp |
| Annual return | 12.69% | 19.13%-6.4pp | 24.88%-12.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $8,298 | $3,552+133.7% | $3,868+114.5% | $2,726+204.4% |
| Participant deferral / active EE | $32,304 | $4,108+686.3% | $5,057+538.7% | $4,647+595.1% |
| Admin fee / account holder | $175 | $638-72.6% | $8,355-97.9% | $430-59.4% |