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: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $124,399 |
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 | $47,765 | $71,957-33.6% | $67,652-29.4% | $59,188-19.3% |
| Participation rate | 95.2% | 82.7%+12.5pp | 75.7%+19.5pp | 69.4%+25.7pp |
| Annual return | 0.42% | 8.53%-8.1pp | 6625.04%-6624.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,691 | $2,432-30.5% | $2,266-25.4% | $2,098-19.4% |
| Participant deferral / active EE | $2,892 | $4,211-31.3% | $3,560-18.8% | $3,265-11.4% |
| Admin fee / account holder | $48 | $64-24.7% | $4,821-99.0% | $92-47.6% |