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 | $410,143 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,683 | $110,299+0.3% | $102,423+8.1% | $199,593-44.5% |
| Participation rate | 98.3% | 86.3%+12.0pp | 76.5%+21.8pp | 72.0%+26.3pp |
| Annual return | 14.84% | 35.73%-20.9pp | 29.32%-14.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $3,090 | $3,603-14.2% | $3,023+2.2% | $3,034+1.8% |
| Participant deferral / active EE | $6,995 | $6,376+9.7% | $5,053+38.4% | $5,087+37.5% |
| Admin fee / account holder | $157 | $122+28.6% | $9,451-98.3% | $269-41.5% |