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 | $2,035 |
THE VANGUARD GROUP, INC.3+ years Service code 60 | Sub-TA Fees | $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 | $232,866 | $78,826+195.4% | $91,001+155.9% | - |
| Participation rate | 96.0% | 75.7%+20.2pp | 75.6%+20.4pp | - |
| Annual return | 16.48% | 13.42%+3.1pp | 4.60%+11.9pp | - |
| Employer contribution / active EE | $4,878 | $2,032+140.1% | $2,456+98.7% | - |
| Participant deferral / active EE | $5,898 | $3,427+72.1% | $3,547+66.3% | - |
| Admin fee / account holder | $4 | $1,277-99.7% | $5,417-99.9% | - |