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 | $10,305 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,634 | $87,870-49.2% | $113,168-60.6% | $74,304-39.9% |
| Participation rate | 94.9% | 70.7%+24.1pp | 76.6%+18.3pp | 60.3%+34.5pp |
| Annual return | 14.13% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,094 | $2,277-8.0% | $2,975-29.6% | $2,241-6.6% |
| Participant deferral / active EE | $2,479 | $4,241-41.6% | $5,107-51.5% | $3,767-34.2% |
| Admin fee / account holder | $70 | $3,368-97.9% | $12,068-99.4% | $2,969-97.6% |