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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $222,918 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,651 | $123,077+41.9% | $116,228+50.3% | $102,872+69.8% |
| Participation rate | 97.9% | 87.0%+10.9pp | 74.6%+23.4pp | 73.0%+24.9pp |
| Annual return | 15.87% | 15.84%0pp | 90.06%-74.2pp | 19.06%-3.2pp |
| Employer contribution / active EE | $5,249 | $4,380+19.8% | $2,994+75.3% | $3,526+48.8% |
| Participant deferral / active EE | $7,654 | $6,746+13.5% | $4,953+54.5% | $5,535+38.3% |
| Admin fee / account holder | $38 | $115-67.2% | $11,989-99.7% | $292-87.1% |