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 | $1,945 |
THE VANGUARD GROUP, INC.4+ 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 | $214,102 | $65,223+228.3% | $80,019+167.6% | $55,725+284.2% |
| Participation rate | 96.5% | 80.6%+15.9pp | 75.8%+20.6pp | 70.9%+25.6pp |
| Annual return | -3.73% | 7.59%-11.3pp | 11.22%-15.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,608 | $2,544+81.1% | $2,468+86.7% | $2,078+121.7% |
| Participant deferral / active EE | $6,122 | $3,881+57.8% | $3,686+66.1% | $3,356+82.4% |
| Admin fee / account holder | $4 | $114-96.5% | $6,521-99.9% | $115-96.5% |