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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $248,166 |
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 | $33,104 | $83,458-60.3% | $123,104-73.1% | $67,505-51.0% |
| Participation rate | 98.6% | 84.5%+14.1pp | 86.8%+11.8pp | 71.2%+27.4pp |
| Annual return | 1.22% | 1.29%-0.1pp | 13.22%-12.0pp | 6.52%-5.3pp |
| Employer contribution / active EE | $2,504 | $3,087-18.9% | $5,151-51.4% | $2,173+15.2% |
| Participant deferral / active EE | $3,806 | $5,379-29.2% | $6,230-38.9% | $3,597+5.8% |
| Admin fee / account holder | $41 | $60-31.6% | $9,015-99.5% | $56-27.2% |