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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $86,280 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,799 | $55,416+136.0% | $75,972+72.2% | $77,643+68.5% |
| Participation rate | 98.3% | 63.6%+34.8pp | 69.1%+29.3pp | 70.6%+27.7pp |
| Annual return | 12.59% | 17.07%-4.5pp | 359.55%-347.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $6,997 | $1,788+291.4% | $2,685+160.6% | $2,726+156.7% |
| Participant deferral / active EE | $7,798 | $3,447+126.2% | $4,255+83.3% | $4,647+67.8% |
| Admin fee / account holder | $125 | $414-69.8% | $6,467-98.1% | $430-71.0% |