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 Service code 15 · EIN 23-1945930 | Recordkeeping | $62,044 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other 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 | $56,425 | $65,118-13.3% | $76,768-26.5% | $55,725+1.3% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.7pp | 70.9%+23.8pp |
| Annual return | -3.05% | -1.27%-1.8pp | 2.43%-5.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $743 | $1,941-61.7% | $2,485-70.1% | $2,078-64.2% |
| Participant deferral / active EE | $2,359 | $3,688-36.0% | $3,852-38.8% | $3,356-29.7% |
| Admin fee / account holder | $117 | $116+0.9% | $6,675-98.2% | $115+1.5% |