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 | $210,401 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,180 | $122,186-5.7% | $146,958-21.6% | $199,593-42.3% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 17.01% | 30.56%-13.5pp | 418.34%-401.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $2,518 | $4,093-38.5% | $4,933-49.0% | $3,034-17.0% |
| Participant deferral / active EE | $8,824 | $8,502+3.8% | $8,070+9.3% | $5,087+73.5% |
| Admin fee / account holder | $56 | $179-68.7% | $12,998-99.6% | $269-79.2% |