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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,999 |
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 | $114,260 | $55,790+104.8% | $76,817+48.7% | $67,579+69.1% |
| Participation rate | 85.5% | 71.1%+14.5pp | 72.1%+13.5pp | 71.3%+14.3pp |
| Annual return | 20.85% | 64.45%-43.6pp | 1166.11%-1145.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,867 | $1,810+58.4% | $2,302+24.5% | $2,148+33.5% |
| Participant deferral / active EE | $5,022 | $2,875+74.7% | $3,336+50.6% | $3,539+41.9% |
| Admin fee / account holder | $33 | $159-79.0% | $6,420-99.5% | $142-76.5% |