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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,740 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,519 | $52,406+202.5% | $129,207+22.7% | $74,495+112.8% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 15.90% | 15.66%+0.2pp | 9417.33%-9401.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $7,706 | $1,531+403.5% | $4,153+85.6% | $2,623+193.8% |
| Participant deferral / active EE | $10,021 | $2,794+258.6% | $4,168+140.5% | $4,346+130.6% |
| Admin fee / account holder | $63 | $2,633-97.6% | $7,715-99.2% | $1,942-96.8% |