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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,647 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,908 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,555 | $71,142+25.9% | $119,609-25.1% | $64,808+38.2% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.3%+18.7pp | 71.5%+26.5pp |
| Annual return | -13.45% | -10.01%-3.4pp | -14.97%+1.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $3,951 | $2,497+58.2% | $4,232-6.6% | $2,506+57.7% |
| Participant deferral / active EE | $2,378 | $4,490-47.0% | $5,602-57.6% | $4,310-44.8% |
| Admin fee / account holder | $40 | $162-75.6% | $10,323-99.6% | $188-78.9% |