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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,292 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,646 | $71,142+90.7% | $119,609+13.4% | $64,808+109.3% |
| Participation rate | 96.4% | 78.6%+17.8pp | 79.3%+17.2pp | 71.5%+25.0pp |
| Annual return | -16.55% | -10.01%-6.5pp | -14.97%-1.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $5,018 | $2,497+100.9% | $4,232+18.6% | $2,506+100.3% |
| Participant deferral / active EE | $10,850 | $4,490+141.7% | $5,602+93.7% | $4,310+151.7% |
| Admin fee / account holder | $122 | $162-25.0% | $10,323-98.8% | $188-35.2% |