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.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $7,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,903 | $46,292+232.5% | $143,757+7.1% | $64,808+137.5% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.2pp |
| Annual return | -16.37% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $5,149 | $1,910+169.6% | $4,951+4.0% | $2,506+105.5% |
| Participant deferral / active EE | $4,348 | $2,646+64.3% | $5,637-22.9% | $4,310+0.9% |
| Admin fee / account holder | $28 | $154-81.8% | $14,673-99.8% | $188-85.1% |