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 | $6,625 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,729 | $45,602+151.6% | $117,472-2.3% | $66,914+71.5% |
| Participation rate | 98.1% | 57.6%+40.4pp | 70.6%+27.5pp | 69.8%+28.3pp |
| Annual return | -13.46% | -16.74%+3.3pp | 29.74%-43.2pp | 1.58%-15.0pp |
| Employer contribution / active EE | $7,269 | $1,579+360.4% | $4,176+74.1% | $2,544+185.7% |
| Participant deferral / active EE | $9,241 | $2,845+224.8% | $4,070+127.0% | $4,237+118.1% |
| Admin fee / account holder | $51 | $661-92.3% | $5,645-99.1% | $593-91.5% |