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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,495 |
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 | $218,064 | $47,977+354.5% | $154,107+41.5% | $56,287+287.4% |
| Participation rate | 97.8% | 66.2%+31.6pp | 83.0%+14.8pp | 69.9%+28.0pp |
| Annual return | -5.74% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $9,773 | $2,169+350.7% | $5,298+84.5% | $2,111+363.0% |
| Participant deferral / active EE | $8,487 | $2,392+254.8% | $5,081+67.0% | $3,350+153.4% |
| Admin fee / account holder | $53 | $438-88.0% | $13,411-99.6% | $521-89.9% |