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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $4,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,157 | $65,061+34.0% | $143,757-39.4% | $66,914+30.3% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.7pp |
| Annual return | -15.74% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,220 | $2,361+36.4% | $4,951-35.0% | $2,544+26.6% |
| Participant deferral / active EE | $3,830 | $2,919+31.2% | $5,637-32.1% | $4,237-9.6% |
| Admin fee / account holder | $19 | $502-96.1% | $14,673-99.9% | $593-96.7% |