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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,570 |
APRIO LLP1 year Service code 29 · EIN 57-1157523 | Legal | $29,970 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,698 | $122,186-2.0% | $146,958-18.5% | $199,593-40.0% |
| Participation rate | 98.9% | 78.3%+20.6pp | 82.2%+16.8pp | 72.0%+26.9pp |
| Annual return | 14.57% | 30.56%-16.0pp | 418.34%-403.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,984 | $4,093-2.7% | $4,933-19.2% | $3,034+31.3% |
| Participant deferral / active EE | $11,232 | $8,502+32.1% | $8,070+39.2% | $5,087+120.8% |
| Admin fee / account holder | $34 | $179-80.9% | $12,998-99.7% | $269-87.3% |