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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,479 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,150 | $91,372+73.1% | $129,995+21.7% | $74,419+112.5% |
| Participation rate | 97.3% | 77.8%+19.5pp | 78.5%+18.8pp | 70.7%+26.6pp |
| Annual return | 17.45% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $5,194 | $2,563+102.6% | $4,320+20.2% | $2,637+96.9% |
| Participant deferral / active EE | $11,411 | $4,721+141.7% | $5,820+96.1% | $4,528+152.0% |
| Admin fee / account holder | $68 | $283-76.0% | $10,614-99.4% | $348-80.4% |