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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $97,969 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $860 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,247 | $88,874+16.2% | $123,544-16.4% | $75,289+37.1% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.3%+15.6pp | 72.4%+25.5pp |
| Annual return | -2.45% | 4.22%-6.7pp | 119.20%-121.6pp | -0.04%-2.4pp |
| Employer contribution / active EE | $2,987 | $3,256-8.2% | $4,628-35.5% | $2,405+24.2% |
| Participant deferral / active EE | $9,753 | $6,174+58.0% | $6,426+51.8% | $3,739+160.9% |
| Admin fee / account holder | $68 | $95-28.0% | $9,284-99.3% | $102-33.5% |