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, INC. Service code 55 | Other Commissions | $0 |
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 | $245,497 | $36,916+565.0% | $156,549+56.8% | $57,658+325.8% |
| Participation rate | 95.4% | 63.4%+32.0pp | 84.0%+11.4pp | 70.2%+25.2pp |
| Annual return | 26.99% | 12.38%+14.6pp | 32.23%-5.2pp | 5.13%+21.9pp |
| Employer contribution / active EE | $11,083 | $1,571+605.7% | $5,501+101.5% | $1,974+461.5% |
| Participant deferral / active EE | $7,334 | $1,926+280.9% | $4,871+50.6% | $3,061+139.6% |
| Admin fee / account holder | $8 | $82-89.8% | $13,027-99.9% | $95-91.1% |