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 | $6,569 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,121 | $61,052+114.8% | $142,863-8.2% | $79,386+65.2% |
| Participation rate | 98.7% | 60.1%+38.6pp | 71.9%+26.8pp | 70.7%+28.0pp |
| Annual return | 12.69% | 16.02%-3.3pp | 5637.54%-5624.8pp | 116.85%-104.2pp |
| Employer contribution / active EE | $7,123 | $1,481+381.1% | $4,144+71.9% | $2,427+193.4% |
| Participant deferral / active EE | $8,890 | $2,879+208.8% | $3,837+131.7% | $4,046+119.8% |
| Admin fee / account holder | $48 | $659-92.7% | $6,560-99.3% | $626-92.3% |