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 10-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) | $12,483 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,823 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,849 | $47,126-15.4% | $149,673-73.4% | $74,419-46.5% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.0pp | 70.7%+15.1pp |
| Annual return | 15.47% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $18 | $343-94.7% | $13,210-99.9% | $348-94.8% |