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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,801 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,364 | $83,884+60.2% | $64,056+109.8% | $74,419+80.6% |
| Participation rate | 93.8% | 76.6%+17.2pp | 72.3%+21.5pp | 70.7%+23.1pp |
| Annual return | 17.75% | 16.57%+1.2pp | 33.69%-15.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,953 | $3,084-4.2% | $2,747+7.5% | $2,637+12.0% |
| Participant deferral / active EE | $6,705 | $3,692+81.6% | $3,880+72.8% | $4,528+48.1% |
| Admin fee / account holder | $84 | $196-57.3% | $3,068-97.3% | $348-75.9% |