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 FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930 | Recordkeeping | $299,395 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $64,700 |
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 | $94,147 | $75,760+24.3% | $123,104-23.5% | $59,188+59.1% |
| Participation rate | 96.1% | 86.0%+10.1pp | 86.8%+9.3pp | 69.4%+26.7pp |
| Annual return | 0.28% | 2.93%-2.6pp | 13.22%-12.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $2,651 | $3,415-22.4% | $5,151-48.5% | $2,098+26.4% |
| Participant deferral / active EE | $5,544 | $5,000+10.9% | $6,230-11.0% | $3,265+69.8% |
| Admin fee / account holder | $67 | $61+10.6% | $9,015-99.3% | $92-27.1% |