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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,799 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,240 | $106,236-65.9% | $112,228-67.7% | $64,808-44.1% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.1%+15.8pp | 71.5%+19.4pp |
| Annual return | -15.55% | -6.02%-9.5pp | 27.45%-43.0pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,956 | $3,166+56.5% | $3,635+36.3% | $2,506+97.8% |
| Participant deferral / active EE | $2,129 | $3,785-43.8% | $4,728-55.0% | $4,310-50.6% |
| Admin fee / account holder | $67 | $452-85.3% | $6,410-99.0% | $188-64.6% |