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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,535 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,341 | $95,274-19.9% | $135,903-43.8% | $74,419+2.6% |
| Participation rate | 96.7% | 78.2%+18.6pp | 81.9%+14.8pp | 70.7%+26.0pp |
| Annual return | 18.43% | 32.77%-14.3pp | 68.23%-49.8pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,114 | $3,874-19.6% | $4,856-35.9% | $2,637+18.1% |
| Participant deferral / active EE | $3,742 | $7,782-51.9% | $7,758-51.8% | $4,528-17.4% |
| Admin fee / account holder | $142 | $266-46.8% | $10,762-98.7% | $348-59.3% |