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 | $12,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,797 | $69,362+258.7% | $101,248+145.7% | $73,488+238.6% |
| Participation rate | 85.9% | 68.4%+17.5pp | 75.8%+10.1pp | 70.7%+15.2pp |
| Annual return | 11.52% | 18.46%-6.9pp | 46.47%-35.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $5,045 | $2,628+92.0% | $3,660+37.9% | $2,270+122.3% |
| Participant deferral / active EE | $7,467 | $3,300+126.3% | $4,370+70.9% | $3,740+99.7% |
| Admin fee / account holder | $43 | $704-93.9% | $5,945-99.3% | $513-91.6% |