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.6+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $27,835 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,123 | $136,307+102.6% | $177,821+55.3% | $73,488+275.7% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.7pp |
| Annual return | 15.78% | 18.68%-2.9pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $9,183 | $3,712+147.4% | $5,918+55.2% | $2,270+304.5% |
| Participant deferral / active EE | $14,670 | $5,829+151.7% | $7,714+90.2% | $3,740+292.3% |
| Admin fee / account holder | $113 | $596-81.0% | $12,427-99.1% | $513-77.9% |