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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,233 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,100 |
Employer contribution per participant 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 | $74,701 | $86,655-13.8% | $119,609-37.5% | $66,914+11.6% |
| Participation rate | 96.6% | 75.6%+21.1pp | 79.3%+17.4pp | 69.8%+26.8pp |
| Annual return | -15.46% | -8.00%-7.5pp | -14.97%-0.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $318 | $2,536-87.5% | $4,232-92.5% | $2,544-87.5% |
| Participant deferral / active EE | $6,355 | $4,358+45.8% | $5,602+13.4% | $4,237+50.0% |
| Admin fee / account holder | $116 | $755-84.7% | $10,323-98.9% | $593-80.5% |