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.5+ years Filed as: VANGUARD Service code 16 · EIN 23-1945930 | Consulting | $7,515 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,650 | $73,404-63.7% | $87,100-69.4% | $67,579-60.6% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.9%+10.8pp | 71.3%+16.4pp |
| Annual return | 136.95% | 48.29%+88.7pp | 28.19%+108.8pp | 378.56%-241.6pp |
| Employer contribution / active EE | $1,187 | $2,014-41.1% | $2,521-52.9% | $2,148-44.7% |
| Participant deferral / active EE | $1,826 | $3,913-53.3% | $4,049-54.9% | $3,539-48.4% |
| Admin fee / account holder | $7 | $142-95.0% | $7,497-99.9% | $142-95.0% |