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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,969 |
THE VANGUARD GROUP, INC.5+ years Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,037 | $89,652+31.7% | $141,162-16.4% | $65,185+81.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.5%+2.1pp | 70.2%+14.4pp |
| Annual return | 23.79% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $33 | $3,065-98.9% | $4,735-99.3% | $2,177-98.5% |
| Participant deferral / active EE | $13,115 | $5,691+130.5% | $6,709+95.5% | $3,514+273.3% |
| Admin fee / account holder | $44 | $569-92.3% | $10,261-99.6% | $847-94.9% |