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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,062 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $76,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,619 | $123,077-23.1% | $116,228-18.6% | $102,872-8.0% |
| Participation rate | 98.8% | 87.0%+11.8pp | 74.6%+24.3pp | 73.0%+25.8pp |
| Annual return | 17.75% | 15.84%+1.9pp | 90.06%-72.3pp | 19.06%-1.3pp |
| Employer contribution / active EE | $4,668 | $4,380+6.6% | $2,994+55.9% | $3,526+32.4% |
| Participant deferral / active EE | $6,916 | $6,746+2.5% | $4,953+39.6% | $5,535+25.0% |
| Admin fee / account holder | $85 | $115-26.0% | $11,989-99.3% | $292-70.8% |