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.5+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $21,135 |
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 | $233,827 | $98,982+136.2% | $162,163+44.2% | $65,185+258.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.56% | 24.84%-2.3pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $8,944 | $3,467+158.0% | $5,614+59.3% | $2,177+310.9% |
| Participant deferral / active EE | $13,608 | $5,384+152.7% | $7,298+86.5% | $3,514+287.3% |
| Admin fee / account holder | $99 | $596-83.5% | $10,843-99.1% | $847-88.4% |