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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,545 |
THE VANGUARD GROUP, INC.1 year Filed as: THEVANGUARD GROUP, INC. Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,743 | $122,709+1.7% | $88,497+41.0% | $57,658+116.3% |
| Participation rate | 98.6% | 89.9%+8.7pp | 82.4%+16.2pp | 70.2%+28.4pp |
| Annual return | 12.10% | 10.63%+1.5pp | 7.63%+4.5pp | 5.13%+7.0pp |
| Employer contribution / active EE | $6,309 | $4,531+39.2% | $4,036+56.3% | $1,974+219.6% |
| Participant deferral / active EE | $13,396 | $6,704+99.8% | $4,899+173.4% | $3,061+337.7% |
| Admin fee / account holder | $61 | $93-34.7% | $6,220-99.0% | $95-36.0% |