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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,010 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $75,095 |
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 | $164,991 | $112,623+46.5% | $106,213+55.3% | $199,593-17.3% |
| Participation rate | 98.2% | 86.2%+12.0pp | 75.3%+22.9pp | 72.0%+26.3pp |
| Annual return | 10.09% | 15.57%-5.5pp | 116.14%-106.0pp | 34.25%-24.2pp |
| Employer contribution / active EE | $5,846 | $4,575+27.8% | $3,171+84.3% | $3,034+92.7% |
| Participant deferral / active EE | $9,295 | $6,659+39.6% | $5,016+85.3% | $5,087+82.7% |
| Admin fee / account holder | $128 | $107+20.0% | $11,033-98.8% | $269-52.2% |