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 Service code 19 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Securities Custodian | $7,705 |
Participant 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 | $37,811 | $69,305-45.4% | $82,313-54.1% | $69,631-45.7% |
| Participation rate | 93.6% | 80.3%+13.4pp | 76.9%+16.7pp | 70.7%+22.9pp |
| Annual return | 16.58% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,390 | $1,887+26.7% | $2,428-1.6% | $2,032+17.6% |
| Participant deferral / active EE | $1,583 | $3,568-55.6% | $3,706-57.3% | $3,224-50.9% |
| Admin fee / account holder | $25 | $97-74.4% | $5,608-99.6% | $110-77.5% |