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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,481 |
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 | $169,733 | $47,977+253.8% | $154,107+10.1% | $56,287+201.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.31% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.6pp |
| Employer contribution / active EE | $5,519 | $2,169+154.5% | $5,298+4.2% | $2,111+161.4% |
| Participant deferral / active EE | $4,016 | $2,392+67.9% | $5,081-21.0% | $3,350+19.9% |
| Admin fee / account holder | $62 | $438-85.9% | $13,411-99.5% | $521-88.2% |