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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,923 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,920 | $136,266+8.6% | $90,749+63.0% | $77,904+89.9% |
| Participation rate | 98.7% | 86.6%+12.1pp | 75.7%+23.0pp | 73.7%+25.1pp |
| Annual return | -15.85% | -11.32%-4.5pp | -12.16%-3.7pp | 12.21%-28.1pp |
| Employer contribution / active EE | $5,243 | $4,215+24.4% | $2,921+79.5% | $2,848+84.1% |
| Participant deferral / active EE | $8,442 | $6,353+32.9% | $4,564+85.0% | $4,806+75.7% |
| Admin fee / account holder | $104 | $399-73.8% | $8,445-98.8% | $133-21.3% |