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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $243,800 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $208,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,266 | $148,970+25.0% | $136,007+37.0% | $199,593-6.7% |
| Participation rate | 96.9% | 79.4%+17.5pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 15.34% | 27.07%-11.7pp | 579.32%-564.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $5,419 | $3,561+52.2% | $4,217+28.5% | $3,034+78.6% |
| Participant deferral / active EE | $8,231 | $6,140+34.1% | $7,025+17.2% | $5,087+61.8% |
| Admin fee / account holder | $142 | $144-1.3% | $6,858-97.9% | $269-47.2% |