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 4-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $136,083 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,472 | $130,141-67.4% | $86,677-51.0% | $77,904-45.5% |
| Participation rate | 95.5% | 85.9%+9.6pp | 76.6%+18.9pp | 73.7%+21.8pp |
| Annual return | -14.55% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $2,249 | $3,220-30.1% | $2,836-20.7% | $2,848-21.0% |
| Participant deferral / active EE | $3,722 | $5,757-35.3% | $4,656-20.0% | $4,806-22.5% |
| Admin fee / account holder | $98 | $132-25.9% | $7,493-98.7% | $133-26.3% |