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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,954 |
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 | $18,960 | $60,795-68.8% | $69,455-72.7% | $65,185-70.9% |
| Participation rate | 98.7% | 74.9%+23.8pp | 74.6%+24.1pp | 70.2%+28.5pp |
| Annual return | 20.78% | 17.46%+3.3pp | 28.97%-8.2pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,205 | $2,452+30.7% | $2,779+15.3% | $2,177+47.3% |
| Participant deferral / active EE | $404 | $3,162-87.2% | $3,535-88.6% | $3,514-88.5% |
| Admin fee / account holder | $73 | $314-76.6% | $3,839-98.1% | $847-91.3% |