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 | $183,879 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $140,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,227 | $122,186+54.0% | $146,958+28.1% | $199,593-5.7% |
| Participation rate | 98.5% | 78.3%+20.2pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 15.43% | 30.56%-15.1pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $9,062 | $4,093+121.4% | $4,933+83.7% | $3,034+198.6% |
| Participant deferral / active EE | $15,971 | $8,502+87.8% | $8,070+97.9% | $5,087+214.0% |
| Admin fee / account holder | $122 | $179-31.6% | $12,998-99.1% | $269-54.5% |