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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,273 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $82,701 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,081 | $123,077+43.1% | $116,228+51.5% | $102,872+71.2% |
| Participation rate | 97.9% | 87.0%+10.9pp | 74.6%+23.4pp | 73.0%+24.9pp |
| Annual return | 14.58% | 15.84%-1.3pp | 90.06%-75.5pp | 19.06%-4.5pp |
| Employer contribution / active EE | $6,029 | $4,380+37.6% | $2,994+101.3% | $3,526+71.0% |
| Participant deferral / active EE | $9,742 | $6,746+44.4% | $4,953+96.7% | $5,535+76.0% |
| Admin fee / account holder | $142 | $115+23.4% | $11,989-98.8% | $292-51.3% |