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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,892 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,242 | $60,989-60.3% | $60,874-60.2% | $66,914-63.8% |
| Participation rate | 97.9% | 74.5%+23.5pp | 73.1%+24.8pp | 69.8%+28.1pp |
| Annual return | -15.91% | -9.60%-6.3pp | 16.90%-32.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,399 | $2,661+27.8% | $2,701+25.8% | $2,544+33.6% |
| Participant deferral / active EE | $549 | $3,615-84.8% | $3,817-85.6% | $4,237-87.0% |
| Admin fee / account holder | $74 | $338-78.1% | $3,224-97.7% | $593-87.5% |