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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,106 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,592 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,483 | $60,323+239.0% | $81,812+149.9% | $74,495+174.5% |
| Participation rate | 96.0% | 62.9%+33.1pp | 72.3%+23.7pp | 67.2%+28.8pp |
| Annual return | 12.88% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $6,643 | $2,620+153.5% | $2,912+128.1% | $2,623+153.3% |
| Participant deferral / active EE | $17,152 | $3,387+406.3% | $4,319+297.2% | $4,346+294.7% |
| Admin fee / account holder | $124 | $1,486-91.7% | $7,386-98.3% | $1,942-93.6% |