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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,788 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,668 | $48,335+178.6% | $121,098+11.2% | $71,457+88.5% |
| Participation rate | 97.6% | 54.3%+43.3pp | 69.5%+28.1pp | 67.9%+29.7pp |
| Annual return | 17.80% | 23.32%-5.5pp | 985.75%-968.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $7,309 | $1,489+390.9% | $4,164+75.5% | $2,588+182.5% |
| Participant deferral / active EE | $9,350 | $2,754+239.5% | $4,080+129.2% | $4,289+118.0% |
| Admin fee / account holder | $58 | $1,841-96.9% | $5,644-99.0% | $1,587-96.3% |