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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,573 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,822 |
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 | $119,411 | $50,820+135.0% | $155,567-23.2% | $77,671+53.7% |
| Participation rate | 98.3% | 63.1%+35.2pp | 78.2%+20.1pp | 70.6%+27.7pp |
| Annual return | 14.00% | 34.85%-20.8pp | 64.74%-50.7pp | 31.21%-17.2pp |
| Employer contribution / active EE | $6,575 | $1,993+229.9% | $4,674+40.7% | $2,726+141.1% |
| Participant deferral / active EE | $1,766 | $2,823-37.4% | $5,628-68.6% | $4,648-62.0% |
| Admin fee / account holder | $35 | $436-91.9% | $15,916-99.8% | $430-91.8% |