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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,269 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,770 |
CHARLES SCHWAB & CO., INC.2 years 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 | $78,501 | $128,899-39.1% | $113,168-30.6% | $102,872-23.7% |
| Participation rate | 93.9% | 87.0%+6.9pp | 76.6%+17.4pp | 73.0%+20.9pp |
| Annual return | 17.08% | 15.88%+1.2pp | 24.27%-7.2pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,350 | $3,713-36.7% | $2,975-21.0% | $3,526-33.4% |
| Participant deferral / active EE | $6,740 | $6,787-0.7% | $5,107+32.0% | $5,535+21.8% |
| Admin fee / account holder | $101 | $129-22.0% | $12,068-99.2% | $292-65.5% |