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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $36,792 |
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 | $121,367 | $61,473+97.4% | $81,930+48.1% | $73,409+65.3% |
| Participation rate | 88.8% | 72.4%+16.4pp | 72.0%+16.8pp | 72.2%+16.6pp |
| Annual return | 13.06% | 28.26%-15.2pp | 29.49%-16.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,404 | $1,898+26.7% | $4,310-44.2% | $2,234+7.6% |
| Participant deferral / active EE | $4,493 | $3,080+45.9% | $7,107-36.8% | $3,805+18.1% |
| Admin fee / account holder | $41 | $125-67.6% | $5,158-99.2% | $158-74.2% |