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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,197 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,212 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,630 | $104,697-54.5% | $96,544-50.7% | $80,160-40.6% |
| Participation rate | 95.0% | 86.4%+8.6pp | 76.0%+19.0pp | 72.9%+22.0pp |
| Annual return | 16.03% | 21.78%-5.8pp | 25.84%-9.8pp | 40.38%-24.4pp |
| Employer contribution / active EE | $2,369 | $3,536-33.0% | $2,965-20.1% | $2,978-20.4% |
| Participant deferral / active EE | $3,814 | $6,188-38.4% | $4,851-21.4% | $5,017-24.0% |
| Admin fee / account holder | $104 | $107-2.3% | $8,252-98.7% | $145-28.0% |