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: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $93,796 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,726 | $60,396-49.1% | $83,848-63.4% | $75,289-59.2% |
| Participation rate | 95.5% | 80.7%+14.7pp | 76.1%+19.3pp | 72.4%+23.0pp |
| Annual return | -6.01% | 3.84%-9.9pp | 850.88%-856.9pp | -0.04%-6.0pp |
| Employer contribution / active EE | $5,902 | $3,343+76.5% | $3,631+62.6% | $2,405+145.4% |
| Participant deferral / active EE | $1,602 | $2,922-45.2% | $4,082-60.8% | $3,739-57.2% |
| Admin fee / account holder | $58 | $141-59.2% | $5,478-98.9% | $102-43.7% |