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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,184 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,620 | $81,908-23.5% | $90,749-31.0% | $64,808-3.4% |
| Participation rate | 77.2% | 80.5%-3.3pp | 75.7%+1.5pp | 71.5%+5.7pp |
| Annual return | -14.02% | -12.53%-1.5pp | -12.16%-1.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,932 | $3,065-37.0% | $2,921-33.9% | $2,506-22.9% |
| Participant deferral / active EE | $6,219 | $4,840+28.5% | $4,564+36.3% | $4,310+44.3% |
| Admin fee / account holder | $111 | $157-29.6% | $8,445-98.7% | $188-41.1% |