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.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,500 | $106,236+60.5% | $112,228+51.9% | $64,808+163.1% |
| Participation rate | 79.8% | 71.7%+8.1pp | 75.1%+4.8pp | 71.5%+8.4pp |
| Annual return | -2.87% | -6.02%+3.1pp | 27.45%-30.3pp | 32.82%-35.7pp |
| Employer contribution / active EE | $4,640 | $3,166+46.6% | $3,635+27.7% | $2,506+85.2% |
| Participant deferral / active EE | $6,487 | $3,785+71.4% | $4,728+37.2% | $4,310+50.5% |
| Admin fee / account holder | $44 | $452-90.3% | $6,410-99.3% | $188-76.7% |