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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,843 | $113,293+57.9% | $67,502+164.9% | $199,593-10.4% |
| Participation rate | 82.5% | 73.3%+9.2pp | 72.9%+9.7pp | 72.0%+10.6pp |
| Annual return | 15.23% | 15.88%-0.6pp | 3512.12%-3496.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $4,174 | $3,401+22.7% | $2,731+52.8% | $3,034+37.6% |
| Participant deferral / active EE | $2,901 | $4,159-30.2% | $4,000-27.5% | $5,087-43.0% |
| Admin fee / account holder | $76 | $103-25.7% | $3,998-98.1% | $269-71.7% |