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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,300 |
THE VANGUARD GROUP, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
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 | $92,158 | $88,324+4.3% | $115,037-19.9% | $55,191+67.0% |
| Participation rate | 98.1% | 72.5%+25.6pp | 81.4%+16.8pp | 69.2%+29.0pp |
| Annual return | 0.99% | 6.30%-5.3pp | 26.14%-25.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $2,620 | $2,805-6.6% | $4,608-43.2% | $1,899+38.0% |
| Participant deferral / active EE | $5,703 | $5,042+13.1% | $6,026-5.4% | $3,046+87.2% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |