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: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $8,889 |
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 | $55,234 | $62,267-11.3% | $110,238-49.9% | $55,725-0.9% |
| Participation rate | 91.8% | 78.1%+13.7pp | 79.8%+12.0pp | 70.9%+21.0pp |
| Annual return | -2.85% | -1.07%-1.8pp | 314.74%-317.6pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,227 | $1,941-36.8% | $3,826-67.9% | $2,078-40.9% |
| Participant deferral / active EE | $2,289 | $3,516-34.9% | $4,672-51.0% | $3,356-31.8% |
| Admin fee / account holder | $29 | $121-76.3% | $8,547-99.7% | $115-75.1% |