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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,515 |
OLD NATIONAL TRUST COMPANY9+ years Service code 27 · EIN 35-1799335 | Advisory (Plan) | $40,000 |
THE VANGUARD GROUP, INC.9+ 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 | $82,068 | $99,078-17.2% | $96,544-15.0% | $74,419+10.3% |
| Participation rate | 90.7% | 80.7%+10.0pp | 76.0%+14.7pp | 70.7%+19.9pp |
| Annual return | 16.89% | 22.48%-5.6pp | 25.84%-9.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $959 | $2,570-62.7% | $2,965-67.7% | $2,637-63.6% |
| Participant deferral / active EE | $3,176 | $4,933-35.6% | $4,851-34.5% | $4,528-29.9% |
| Admin fee / account holder | $152 | $225-32.5% | $8,252-98.2% | $348-56.4% |