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 | $115,503 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,496 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,949 |
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 | $80,559 | $84,784-5.0% | $98,439-18.2% | $74,419+8.3% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.3pp | 70.7%+26.7pp |
| Annual return | 14.10% | 20.59%-6.5pp | 21.16%-7.1pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,380 | $3,364-59.0% | $3,048-54.7% | $2,637-47.7% |
| Participant deferral / active EE | $4,907 | $5,218-6.0% | $4,738+3.6% | $4,528+8.4% |
| Admin fee / account holder | $111 | $204-45.7% | $8,948-98.8% | $348-68.1% |