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 | $1,705 |
THE VANGUARD GROUP, INC.3+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,372 | $63,299-55.2% | $91,001-68.8% | $62,292-54.5% |
| Participation rate | 77.5% | 73.3%+4.2pp | 75.6%+1.9pp | 69.5%+7.9pp |
| Annual return | 9.50% | 20.99%-11.5pp | 4.60%+4.9pp | 28.90%-19.4pp |
| Employer contribution / active EE | $643 | $1,807-64.4% | $2,456-73.8% | $2,042-68.5% |
| Participant deferral / active EE | $1,499 | $2,943-49.1% | $3,547-57.7% | $3,169-52.7% |
| Admin fee / account holder | $7 | $468-98.4% | $5,417-99.9% | $479-98.5% |