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) | $31,997 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,466 | $91,762+62.9% | $67,502+121.4% | $77,643+92.5% |
| Participation rate | 98.8% | 75.9%+22.9pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 13.01% | 14.87%-1.9pp | 3512.12%-3499.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,896 | $3,181+22.5% | $2,731+42.7% | $2,726+42.9% |
| Participant deferral / active EE | $7,834 | $3,903+100.7% | $4,000+95.9% | $4,647+68.6% |
| Admin fee / account holder | $95 | $176-46.2% | $3,998-97.6% | $430-78.0% |