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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $123,681 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $66,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,216 | $112,623-29.7% | $106,201-25.4% | $199,768-60.3% |
| Participation rate | 99.2% | 86.2%+13.0pp | 75.3%+23.9pp | 72.0%+27.2pp |
| Annual return | 14.90% | 15.57%-0.7pp | 116.26%-101.4pp | 34.26%-19.4pp |
| Employer contribution / active EE | $4,589 | $4,575+0.3% | $3,170+44.8% | $3,037+51.1% |
| Participant deferral / active EE | $6,693 | $6,659+0.5% | $5,012+33.5% | $5,090+31.5% |
| Admin fee / account holder | $74 | $107-30.9% | $11,039-99.3% | $269-72.5% |