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 Service code 15 · EIN 23-1945930 | Recordkeeping | $11,205 |
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 | $43,356 | $60,165-27.9% | $74,183-41.6% | $55,167-21.4% |
| Participation rate | 89.0% | 74.2%+14.8pp | 76.6%+12.4pp | 69.0%+20.0pp |
| Annual return | 10.02% | 10.00%0pp | 17.74%-7.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $632 | $1,600-60.5% | $2,370-73.3% | $1,963-67.8% |
| Participant deferral / active EE | $2,317 | $2,973-22.1% | $3,550-34.7% | $3,054-24.1% |
| Admin fee / account holder | $57 | $419-86.4% | $5,586-99.0% | $504-88.7% |