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: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $17,890 |
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 | $102,732 | $46,173+122.5% | $170,442-39.7% | $69,631+47.5% |
| Participation rate | 84.1% | 63.9%+20.2pp | 83.6%+0.5pp | 70.7%+13.4pp |
| Annual return | 17.53% | 21.62%-4.1pp | 205.93%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $4,006 | $1,610+148.9% | $5,433-26.3% | $2,032+97.2% |
| Participant deferral / active EE | $3,836 | $2,080+84.4% | $4,939-22.3% | $3,224+19.0% |
| Admin fee / account holder | $39 | $116-66.3% | $13,880-99.7% | $110-64.6% |