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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,928 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,344 | $130,141-69.8% | $86,677-54.6% | $77,904-49.5% |
| Participation rate | 95.7% | 85.9%+9.7pp | 76.6%+19.1pp | 73.7%+22.0pp |
| Annual return | -0.36% | -12.75%+12.4pp | 35.91%-36.3pp | 12.21%-12.6pp |
| Employer contribution / active EE | $1,696 | $3,220-47.3% | $2,836-40.2% | $2,848-40.4% |
| Participant deferral / active EE | $4,390 | $5,757-23.8% | $4,656-5.7% | $4,806-8.7% |
| Admin fee / account holder | $92 | $132-30.1% | $7,493-98.8% | $133-30.6% |