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: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,241 |
THE VANGUARD GROUP, INC.3+ years Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,936 | $80,753+33.7% | $136,294-20.8% | $62,292+73.3% |
| Participation rate | 78.7% | 73.5%+5.1pp | 81.9%-3.3pp | 69.5%+9.2pp |
| Annual return | 19.37% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,003 | $5,164+93.7% | $6,247+60.1% | $3,169+215.6% |
| Admin fee / account holder | $44 | $525-91.6% | $9,243-99.5% | $479-90.8% |