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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,856 |
THE VANGUARD GROUP, INC.4+ 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 | $96,756 | $73,102+32.4% | $123,544-21.7% | $56,287+71.9% |
| Participation rate | 85.6% | 74.3%+11.3pp | 82.3%+3.3pp | 69.9%+15.8pp |
| Annual return | -6.58% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $12,189 | $5,423+124.8% | $6,426+89.7% | $3,350+263.9% |
| Admin fee / account holder | $44 | $554-92.0% | $9,284-99.5% | $521-91.5% |