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 4-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $82,922 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $25,000 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,091 | $89,282-21.5% | $94,646-25.9% | $74,419-5.8% |
| Participation rate | 99.3% | 82.4%+16.9pp | 80.8%+18.5pp | 70.7%+28.6pp |
| Annual return | 22.57% | 25.96%-3.4pp | 156.71%-134.1pp | 34.38%-11.8pp |
| Employer contribution / active EE | $2,687 | $3,022-11.1% | $3,672-26.8% | $2,637+1.9% |
| Participant deferral / active EE | $9,431 | $8,425+11.9% | $7,418+27.1% | $4,528+108.3% |
| Admin fee / account holder | $119 | $219-45.8% | $7,231-98.4% | $348-65.9% |