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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,853 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,350 |
Annual investment return 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 | $44,019 | $82,917-46.9% | $103,333-57.4% | $77,643-43.3% |
| Participation rate | 93.2% | 71.6%+21.7pp | 74.5%+18.7pp | 70.6%+22.7pp |
| Annual return | 11.18% | 19.13%-8.0pp | 24.88%-13.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $6,256 | $3,552+76.1% | $3,868+61.7% | $2,726+129.5% |
| Participant deferral / active EE | $2,295 | $4,108-44.1% | $5,057-54.6% | $4,647-50.6% |
| Admin fee / account holder | $67 | $638-89.6% | $8,355-99.2% | $430-84.5% |