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.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930 | Recordkeeping | $493,788 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $76,500 |
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 | $99,139 | $80,354+23.4% | $133,980-26.0% | $63,975+55.0% |
| Participation rate | 98.6% | 87.5%+11.1pp | 87.1%+11.6pp | 71.1%+27.5pp |
| Annual return | 8.48% | 13.11%-4.6pp | 29.30%-20.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,883 | $3,503-17.7% | $5,211-44.7% | $2,182+32.1% |
| Participant deferral / active EE | $5,945 | $5,239+13.5% | $6,282-5.4% | $3,356+77.1% |
| Admin fee / account holder | $105 | $69+51.9% | $9,324-98.9% | $70+49.4% |