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 8-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 | $14,886 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,909 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,893 | $65,435+87.8% | $86,677+41.8% | $66,914+83.7% |
| Participation rate | 99.0% | 75.5%+23.5pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -16.52% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,115 | $2,153+91.1% | $2,836+45.1% | $2,544+61.7% |
| Participant deferral / active EE | $4,157 | $4,100+1.4% | $4,656-10.7% | $4,237-1.9% |
| Admin fee / account holder | $126 | $642-80.3% | $7,493-98.3% | $593-78.7% |