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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
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 | $164,846 | $80,753+104.1% | $136,294+20.9% | $62,292+164.6% |
| Participation rate | 97.9% | 73.5%+24.4pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 17.84% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $763 | $2,884-73.6% | $4,695-83.8% | $2,042-62.7% |
| Participant deferral / active EE | $7,201 | $5,164+39.4% | $6,247+15.3% | $3,169+127.2% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.7% |