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 3-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 | $60,287 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,313 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,831 | $50,815+68.9% | $155,509-44.8% | $77,643+10.5% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 14.10% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,220 | $1,993+61.6% | $4,672-31.1% | $2,726+18.1% |
| Participant deferral / active EE | $8,656 | $2,822+206.7% | $5,626+53.8% | $4,647+86.3% |
| Admin fee / account holder | $185 | $437-57.6% | $15,912-98.8% | $430-56.9% |