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.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $41,674 |
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 | $54,806 | $88,730-38.2% | $82,313-33.4% | $77,958-29.7% |
| Participation rate | 97.5% | 84.5%+13.0pp | 76.9%+20.6pp | 71.6%+25.9pp |
| Annual return | 17.52% | 20.88%-3.4pp | 25.88%-8.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,830 | $2,758-33.6% | $2,428-24.6% | $2,310-20.8% |
| Participant deferral / active EE | $3,241 | $4,634-30.1% | $3,706-12.5% | $3,537-8.3% |
| Admin fee / account holder | $6 | $74-91.2% | $5,608-99.9% | $97-93.3% |