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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,868 |
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 | $28,697 | $65,557-56.2% | $64,056-55.2% | $71,457-59.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 11.86% | 18.94%-7.1pp | 33.69%-21.8pp | 28.85%-17.0pp |
| Employer contribution / active EE | $3,430 | $2,669+28.5% | $2,747+24.9% | $2,588+32.5% |
| Participant deferral / active EE | $544 | $3,626-85.0% | $3,880-86.0% | $4,289-87.3% |
| Admin fee / account holder | $69 | $616-88.9% | $3,068-97.8% | $1,587-95.7% |