Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,894 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,665 | $101,499-17.6% | $147,005-43.1% | $74,546+12.2% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 16.81% | 8732.34%-8715.5pp | 418.76%-402.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $3,471 | $3,811-8.9% | $4,934-29.7% | $2,624+32.2% |
| Participant deferral / active EE | $8,807 | $7,304+20.6% | $8,070+9.1% | $4,347+102.6% |
| Admin fee / account holder | $27 | $1,748-98.5% | $13,006-99.8% | $1,944-98.6% |