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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,165 | $79,124+101.2% | $60,874+161.5% | $64,808+145.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -12.52% | -7.13%-5.4pp | 16.90%-29.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $7,280 | $3,050+138.7% | $2,701+169.5% | $2,506+190.5% |
| Participant deferral / active EE | $5,159 | $3,725+38.5% | $3,817+35.2% | $4,310+19.7% |
| Admin fee / account holder | $33 | $106-68.7% | $3,224-99.0% | $188-82.4% |