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 | $1,230 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $64,480-54.6% | $81,382-64.0% | $80,856-63.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.84% | 16.34%-6.5pp | 24.73%-14.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,369 | $1,978+70.3% | $2,463+36.8% | $2,755+22.3% |
| Participant deferral / active EE | $2,842 | $3,094-8.1% | $3,883-26.8% | $4,296-33.8% |
| Admin fee / account holder | $366 | $5,671-93.5% | $5,768-93.6% | $6,918-94.7% |