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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,204 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,670 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,101 | $79,124+51.8% | $60,874+97.3% | $64,808+85.3% |
| Participation rate | 94.7% | 77.7%+17.0pp | 73.1%+21.6pp | 71.5%+23.3pp |
| Annual return | -16.06% | -7.13%-8.9pp | 16.90%-33.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,650 | $3,050-13.1% | $2,701-1.9% | $2,506+5.8% |
| Participant deferral / active EE | $6,715 | $3,725+80.3% | $3,817+75.9% | $4,310+55.8% |
| Admin fee / account holder | $87 | $106-17.3% | $3,224-97.3% | $188-53.5% |