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.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,232 | $83,884+111.3% | $64,056+176.7% | $74,419+138.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 16.90% | 16.57%+0.3pp | 33.69%-16.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $7,572 | $3,084+145.6% | $2,747+175.7% | $2,637+187.1% |
| Participant deferral / active EE | $5,363 | $3,692+45.3% | $3,880+38.2% | $4,528+18.4% |
| Admin fee / account holder | $33 | $196-83.2% | $3,068-98.9% | $348-90.5% |