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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,793 | $61,272+234.2% | $149,673+36.8% | $71,457+186.6% |
| Participation rate | 97.3% | 62.5%+34.8pp | 78.8%+18.5pp | 67.9%+29.4pp |
| Annual return | 17.70% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $5,493 | $2,378+131.0% | $4,818+14.0% | $2,588+112.3% |
| Participant deferral / active EE | $4,833 | $2,917+65.7% | $5,680-14.9% | $4,289+12.7% |
| Admin fee / account holder | $54 | $1,261-95.7% | $13,210-99.6% | $1,587-96.6% |