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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $216,425 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $207,099 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,259 | $44,897+52.0% | $84,966-19.7% | $199,593-65.8% |
| Participation rate | 93.5% | 45.7%+47.8pp | 67.5%+26.0pp | 72.0%+21.5pp |
| Annual return | 13.93% | 20.96%-7.0pp | 66.38%-52.5pp | 34.25%-20.3pp |
| Employer contribution / active EE | $3,338 | $1,365+144.4% | $2,727+22.4% | $3,034+10.0% |
| Participant deferral / active EE | $6,876 | $2,668+157.7% | $4,519+52.2% | $5,087+35.2% |
| Admin fee / account holder | $84 | $584-85.6% | $6,149-98.6% | $269-68.8% |