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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,399 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,361 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,898 |
Employer contribution per participant 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 | $73,122 | $136,266-46.3% | $90,749-19.4% | $77,904-6.1% |
| Participation rate | 73.6% | 86.6%-13.1pp | 75.7%-2.1pp | 73.7%-0.1pp |
| Annual return | -12.01% | -11.32%-0.7pp | -12.16%+0.2pp | 12.21%-24.2pp |
| Employer contribution / active EE | $1,048 | $4,215-75.1% | $2,921-64.1% | $2,848-63.2% |
| Participant deferral / active EE | $3,658 | $6,353-42.4% | $4,564-19.9% | $4,806-23.9% |
| Admin fee / account holder | $128 | $399-68.0% | $8,445-98.5% | $133-3.6% |