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) | $10,865 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,681 | $84,487+117.4% | $125,339+46.5% | $66,914+174.5% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -12.77% | -8.39%-4.4pp | 572.05%-584.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $11,721 | $3,553+229.9% | $4,814+143.5% | $2,544+360.7% |
| Participant deferral / active EE | $5,006 | $6,781-26.2% | $7,446-32.8% | $4,237+18.2% |
| Admin fee / account holder | $38 | $685-94.5% | $10,010-99.6% | $593-93.7% |