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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $6,410 |
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 | $77,097 | $96,458-20.1% | $136,294-43.4% | $77,958-1.1% |
| Participation rate | 99.7% | 75.4%+24.3pp | 81.9%+17.8pp | 71.6%+28.0pp |
| Annual return | 19.39% | 23.78%-4.4pp | 5155.94%-5136.5pp | 20.87%-1.5pp |
| Employer contribution / active EE | $2,827 | $3,144-10.1% | $4,695-39.8% | $2,310+22.3% |
| Participant deferral / active EE | $4,160 | $5,902-29.5% | $6,247-33.4% | $3,537+17.6% |
| Admin fee / account holder | $2 | $80-98.0% | $9,243-100.0% | $97-98.3% |