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: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,121 |
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 | $48,023 | $72,404-33.7% | $110,238-56.4% | $64,186-25.2% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.6%+29.1pp |
| Annual return | 0.34% | -6.29%+6.6pp | 314.74%-314.4pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,990 | $2,282-12.8% | $3,826-48.0% | $2,381-16.4% |
| Participant deferral / active EE | $3,150 | $3,469-9.2% | $4,672-32.6% | $3,470-9.2% |
| Admin fee / account holder | $117 | $5,664-97.9% | $8,547-98.6% | $4,888-97.6% |