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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,791 |
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 | $237,130 | $58,879+302.7% | $178,490+32.9% | $73,488+222.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.51% | 24.86%-6.3pp | 151.07%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $6,081 | $2,236+172.0% | $5,011+21.4% | $2,270+167.9% |
| Participant deferral / active EE | $4,816 | $2,567+87.6% | $5,202-7.4% | $3,740+28.8% |
| Admin fee / account holder | $60 | $400-84.9% | $13,984-99.6% | $513-88.2% |