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 7-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 Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $205,403 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $67,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,678 | $57,610+168.5% | $154,803-0.1% | $102,872+50.4% |
| Participation rate | 98.4% | 59.5%+39.0pp | 78.1%+20.3pp | 73.0%+25.4pp |
| Annual return | 16.47% | 30.49%-14.0pp | 58.88%-42.4pp | 19.06%-2.6pp |
| Employer contribution / active EE | $7,450 | $1,883+295.6% | $4,305+73.0% | $3,526+111.3% |
| Participant deferral / active EE | $7,133 | $2,914+144.7% | $5,540+28.7% | $5,535+28.9% |
| Admin fee / account holder | $103 | $368-71.9% | $14,329-99.3% | $292-64.6% |