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.6+ years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $43,616 |
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 | $80,003 | $78,419+2.0% | $133,956-40.3% | $73,409+9.0% |
| Participation rate | 94.1% | 78.6%+15.5pp | 79.8%+14.3pp | 72.2%+21.9pp |
| Annual return | 26.02% | 33.35%-7.3pp | 45.09%-19.1pp | 59.29%-33.3pp |
| Employer contribution / active EE | $1,291 | $2,044-36.8% | $3,919-67.1% | $2,234-42.2% |
| Participant deferral / active EE | $2,652 | $3,925-32.4% | $5,048-47.5% | $3,805-30.3% |
| Admin fee / account holder | $135 | $161-16.0% | $8,927-98.5% | $158-14.2% |