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 9-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 | $33,128 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,541 |
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 | $80,651 | $92,055-12.4% | $106,213-24.1% | $77,643+3.9% |
| Participation rate | 83.2% | 81.0%+2.2pp | 75.3%+7.9pp | 70.6%+12.6pp |
| Annual return | 10.17% | 17.91%-7.7pp | 116.14%-106.0pp | 31.24%-21.1pp |
| Employer contribution / active EE | $2,086 | $3,367-38.0% | $3,171-34.2% | $2,726-23.5% |
| Participant deferral / active EE | $6,790 | $5,386+26.1% | $5,016+35.4% | $4,647+46.1% |
| Admin fee / account holder | $78 | $219-64.5% | $11,033-99.3% | $430-81.9% |