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 | $11,333 |
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 | $13,329 | $57,976-77.0% | $62,995-78.8% | $62,292-78.6% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.8%+24.5pp | 69.5%+29.8pp |
| Annual return | 18.98% | 17.54%+1.4pp | 87.57%-68.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $3,254 | $2,415+34.7% | $2,759+17.9% | $2,042+59.3% |
| Participant deferral / active EE | $301 | $2,956-89.8% | $3,329-91.0% | $3,169-90.5% |
| Admin fee / account holder | $67 | $276-75.7% | $3,600-98.1% | $479-86.0% |