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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,149 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,138 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,106 | $34,677+332.9% | $77,024+94.9% | $64,808+131.6% |
| Participation rate | 97.1% | 49.8%+47.2pp | 67.9%+29.2pp | 71.5%+25.6pp |
| Annual return | -19.29% | -5.33%-14.0pp | 42.32%-61.6pp | 32.82%-52.1pp |
| Employer contribution / active EE | $5,511 | $1,370+302.3% | $2,812+96.0% | $2,506+119.9% |
| Participant deferral / active EE | $5,483 | $2,556+114.5% | $4,426+23.9% | $4,310+27.2% |
| Admin fee / account holder | $200 | $179+11.9% | $5,425-96.3% | $188+6.4% |