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 | $5,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,530 | $80,968+62.4% | $96,544+36.2% | $75,163+75.0% |
| Participation rate | 94.6% | 71.8%+22.8pp | 76.0%+18.6pp | 67.2%+27.4pp |
| Annual return | 15.19% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,783 | $3,928+21.8% | $4,851-1.4% | $4,125+15.9% |
| Admin fee / account holder | $94 | $6,724-98.6% | $8,252-98.9% | $5,651-98.3% |