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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,284 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,467 |
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 | $83,109 | $104,317-20.3% | $159,436-47.9% | $86,799-4.3% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.8%+13.8pp | 72.3%+24.4pp |
| Annual return | 13.54% | 26.32%-12.8pp | 263.57%-250.0pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,807 | $3,451-18.7% | $4,829-41.9% | $2,405+16.7% |
| Participant deferral / active EE | $3,321 | $6,837-51.4% | $7,352-54.8% | $4,131-19.6% |
| Admin fee / account holder | $131 | $172-23.7% | $10,799-98.8% | $170-22.5% |