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.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,551 |
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 | $129,465 | $91,418+41.6% | $87,100+48.6% | - |
| Participation rate | 98.0% | 78.6%+19.4pp | 76.9%+21.1pp | - |
| Annual return | 19.35% | 14.06%+5.3pp | 28.19%-8.8pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $4,832 | $3,251+48.6% | $4,049+19.3% | - |
| Admin fee / account holder | $85 | $8,929-99.1% | $7,497-98.9% | - |