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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $133,664 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,971 |
CHARLES SCHWAB & CO., INC.1+ years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,971 | $74,933-16.0% | $154,803-59.3% | $117,739-46.5% |
| Participation rate | 92.0% | 64.5%+27.5pp | 78.1%+13.9pp | 76.6%+15.3pp |
| Annual return | 17.52% | 17.34%+0.2pp | 58.88%-41.4pp | 17.29%+0.2pp |
| Employer contribution / active EE | $5,785 | $2,316+149.8% | $4,305+34.4% | $3,746+54.4% |
| Participant deferral / active EE | $0 | $3,942-100.0% | $5,540-100.0% | $6,128-100.0% |
| Admin fee / account holder | $22 | $129-83.0% | $14,329-99.8% | $112-80.4% |