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 5-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,880 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,001 | $58,264+205.5% | $86,612+105.5% | $71,457+149.1% |
| Participation rate | 96.1% | 65.0%+31.1pp | 71.7%+24.4pp | 67.9%+28.1pp |
| Annual return | 17.01% | 21.63%-4.6pp | 591.07%-574.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $5,199 | $2,574+102.0% | $3,022+72.0% | $2,588+100.9% |
| Participant deferral / active EE | $13,703 | $3,436+298.8% | $4,438+208.8% | $4,289+219.5% |
| Admin fee / account holder | $110 | $1,057-89.6% | $5,614-98.0% | $1,587-93.0% |