Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,799 | $55,441+135.9% | $76,002+72.1% | $77,671+68.4% |
| Participation rate | 98.3% | 63.6%+34.7pp | 69.1%+29.2pp | 70.6%+27.7pp |
| Annual return | 12.59% | 17.08%-4.5pp | 360.07%-347.5pp | 31.21%-18.6pp |
| Employer contribution / active EE | $6,997 | $1,789+291.0% | $2,688+160.3% | $2,726+156.6% |
| Participant deferral / active EE | $7,798 | $3,451+126.0% | $4,257+83.2% | $4,648+67.8% |
| Admin fee / account holder | $125 | $407-69.3% | $6,414-98.1% | $430-71.0% |