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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,369 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,735 |
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 | $74,199 | $84,784-12.5% | $98,439-24.6% | $74,419-0.3% |
| Participation rate | 81.0% | 81.5%-0.5pp | 75.2%+5.9pp | 70.7%+10.3pp |
| Annual return | 12.68% | 20.59%-7.9pp | 21.16%-8.5pp | 34.38%-21.7pp |
| Employer contribution / active EE | $1,995 | $3,364-40.7% | $3,048-34.6% | $2,637-24.4% |
| Participant deferral / active EE | $6,226 | $5,218+19.3% | $4,738+31.4% | $4,528+37.5% |
| Admin fee / account holder | $93 | $204-54.4% | $8,948-99.0% | $348-73.2% |