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 GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,026 |
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 | $195,166 | $52,953+268.6% | $172,739+13.0% | $65,185+199.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.36% | 30.12%-5.8pp | 802.84%-778.5pp | 29.38%-5.0pp |
| Employer contribution / active EE | $5,414 | $2,190+147.3% | $5,143+5.3% | $2,177+148.7% |
| Participant deferral / active EE | $4,089 | $2,471+65.5% | $5,198-21.3% | $3,514+16.4% |
| Admin fee / account holder | $66 | $472-86.0% | $13,954-99.5% | $847-92.2% |