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.1+ years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $10,934 |
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 | $58,532 | $57,108+2.5% | $94,224-37.9% | $52,331+11.9% |
| Participation rate | 99.6% | 72.9%+26.7pp | 78.8%+20.8pp | 68.1%+31.5pp |
| Annual return | 1.73% | 1.47%+0.3pp | 10.68%-9.0pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,744 | $1,735+0.5% | $3,587-51.4% | $1,882-7.3% |
| Participant deferral / active EE | $2,179 | $3,040-28.3% | $4,320-49.6% | $3,022-27.9% |
| Admin fee / account holder | $40 | $546-92.7% | $6,269-99.4% | $592-93.2% |