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.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $23,537 |
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 | $90,818 | $48,277+88.1% | $63,517+43.0% | $55,191+64.6% |
| Participation rate | 71.5% | 69.4%+2.1pp | 71.0%+0.5pp | 69.2%+2.3pp |
| Annual return | 0.28% | 2.37%-2.1pp | -70.30%+70.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,249 | $1,592+41.2% | $2,322-3.2% | $1,899+18.4% |
| Participant deferral / active EE | $3,893 | $2,432+60.1% | $2,953+31.8% | $3,046+27.8% |
| Admin fee / account holder | $35 | $86-58.9% | $5,892-99.4% | $91-61.1% |