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 | $124,335 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,009 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,089 | $110,299-39.2% | $102,423-34.5% | $199,593-66.4% |
| Participation rate | 93.8% | 86.3%+7.5pp | 76.5%+17.3pp | 72.0%+21.8pp |
| Annual return | 14.21% | 35.73%-21.5pp | 29.32%-15.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,351 | $3,603-34.7% | $3,023-22.2% | $3,034-22.5% |
| Participant deferral / active EE | $6,438 | $6,376+1.0% | $5,053+27.4% | $5,087+26.6% |
| Admin fee / account holder | $100 | $122-18.1% | $9,451-98.9% | $269-62.7% |