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 10 · EIN 23-1945930 | Accounting | $36,606 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $0 |
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 | $54,235 | $62,928-13.8% | $172,739-68.6% | $67,579-19.7% |
| Participation rate | 95.1% | 64.5%+30.7pp | 82.6%+12.5pp | 71.3%+23.9pp |
| Annual return | 24.15% | 30.36%-6.2pp | 802.84%-778.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $5,358 | $1,636+227.5% | $5,143+4.2% | $2,148+149.5% |
| Participant deferral / active EE | $3,590 | $2,145+67.4% | $5,198-30.9% | $3,539+1.4% |
| Admin fee / account holder | $72 | $167-56.9% | $13,954-99.5% | $142-49.5% |