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.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $91,397 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,395 | $92,055+122.0% | $106,213+92.4% | $77,643+163.2% |
| Participation rate | 96.3% | 81.0%+15.3pp | 75.3%+21.0pp | 70.6%+25.7pp |
| Annual return | 13.38% | 17.91%-4.5pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $8,575 | $3,367+154.7% | $3,171+170.4% | $2,726+214.6% |
| Participant deferral / active EE | $10,002 | $5,386+85.7% | $5,016+99.4% | $4,647+115.2% |
| Admin fee / account holder | $92 | $219-57.9% | $11,033-99.2% | $430-78.6% |