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 5-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.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $75,654 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,104 | $84,784+123.0% | $98,439+92.1% | $74,419+154.1% |
| Participation rate | 96.6% | 81.5%+15.1pp | 75.2%+21.4pp | 70.7%+25.9pp |
| Annual return | 17.49% | 20.59%-3.1pp | 21.16%-3.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $8,673 | $3,364+157.8% | $3,048+184.6% | $2,637+228.9% |
| Participant deferral / active EE | $9,695 | $5,218+85.8% | $4,738+104.6% | $4,528+114.1% |
| Admin fee / account holder | $79 | $204-61.6% | $8,948-99.1% | $348-77.4% |