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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $175,230 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,832 |
Filed as: HACKER, JONSON & SMITH PA Service code 27 · EIN 59-2153385 | Advisory (Plan) | $8,000 |
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 | $86,135 | $92,055-6.4% | $106,213-18.9% | $77,643+10.9% |
| Participation rate | 97.4% | 81.0%+16.4pp | 75.3%+22.2pp | 70.6%+26.9pp |
| Annual return | 11.46% | 17.91%-6.4pp | 116.14%-104.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,493 | $3,367-55.6% | $3,171-52.9% | $2,726-45.2% |
| Participant deferral / active EE | $5,326 | $5,386-1.1% | $5,016+6.2% | $4,647+14.6% |
| Admin fee / account holder | $175 | $219-20.0% | $11,033-98.4% | $430-59.3% |