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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $148,830 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,939 | $136,266+8.6% | $90,749+63.0% | $77,904+89.9% |
| Participation rate | 98.8% | 86.6%+12.2pp | 75.7%+23.2pp | 73.7%+25.2pp |
| Annual return | -16.66% | -11.32%-5.3pp | -12.16%-4.5pp | 12.21%-28.9pp |
| Employer contribution / active EE | $7,024 | $4,215+66.6% | $2,921+140.5% | $2,848+146.7% |
| Participant deferral / active EE | $10,206 | $6,353+60.6% | $4,564+123.6% | $4,806+112.4% |
| Admin fee / account holder | $84 | $399-78.9% | $8,445-99.0% | $133-36.4% |