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 9-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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,641 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,210 | $106,028+37.0% | $146,958-1.2% | $77,643+87.0% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 20.03% | 56.73%-36.7pp | 418.34%-398.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $4,212 | $4,063+3.7% | $4,933-14.6% | $2,726+54.5% |
| Participant deferral / active EE | $6,857 | $7,990-14.2% | $8,070-15.0% | $4,647+47.5% |
| Admin fee / account holder | $100 | $337-70.4% | $12,998-99.2% | $430-76.8% |