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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,844 |
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 | $120,569 | $56,443+113.6% | $83,848+43.8% | $55,725+116.4% |
| Participation rate | 98.1% | 72.0%+26.1pp | 76.1%+22.0pp | 70.9%+27.3pp |
| Annual return | -3.78% | 393.67%-397.4pp | 850.88%-854.7pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,341 | $2,682-12.7% | $3,631-35.5% | $2,078+12.6% |
| Participant deferral / active EE | $7,076 | $2,965+138.7% | $4,082+73.4% | $3,356+110.9% |
| Admin fee / account holder | $9 | $156-94.5% | $5,478-99.8% | $115-92.6% |