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 | $10,507 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,315 | $52,467-82.2% | $57,179-83.7% | $55,167-83.1% |
| Participation rate | 98.6% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.6pp |
| Annual return | 9.04% | 7.72%+1.3pp | 14.59%-5.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,372 | $2,477+36.1% | $2,682+25.7% | $1,963+71.8% |
| Participant deferral / active EE | $238 | $2,830-91.6% | $3,096-92.3% | $3,054-92.2% |
| Admin fee / account holder | $70 | $269-74.0% | $3,139-97.8% | $504-86.1% |