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 | $235,311 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $195,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,966 | $112,623+39.4% | $106,213+47.8% | $199,593-21.4% |
| Participation rate | 98.0% | 86.2%+11.7pp | 75.3%+22.7pp | 72.0%+26.0pp |
| Annual return | 13.21% | 15.57%-2.4pp | 116.14%-102.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $5,313 | $4,575+16.1% | $3,171+67.5% | $3,034+75.1% |
| Participant deferral / active EE | $7,622 | $6,659+14.5% | $5,016+52.0% | $5,087+49.8% |
| Admin fee / account holder | $60 | $107-43.6% | $11,033-99.5% | $269-77.6% |