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 | $540 |
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 | $148,013 | $73,102+102.5% | $123,544+19.8% | $56,287+163.0% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.9pp |
| Annual return | -5.38% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $807 | $2,977-72.9% | $4,628-82.6% | $2,111-61.8% |
| Participant deferral / active EE | $7,786 | $5,423+43.6% | $6,426+21.2% | $3,350+132.4% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |