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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $44,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,843 | $82,093+20.4% | $379,746-74.0% | $73,409+34.6% |
| Participation rate | 93.8% | 76.8%+17.0pp | 78.4%+15.4pp | 72.2%+21.6pp |
| Annual return | 13.39% | 18.89%-5.5pp | 34.90%-21.5pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,041 | $2,847-63.4% | $3,540-70.6% | $2,234-53.4% |
| Participant deferral / active EE | $5,003 | $4,697+6.5% | $6,024-16.9% | $3,805+31.5% |
| Admin fee / account holder | $76 | $128-40.2% | $7,927-99.0% | $158-51.7% |