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 8-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $43,885 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | 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 | $53,441 | $155,795-65.7% | $136,294-60.8% | $69,631-23.3% |
| Participation rate | 96.9% | 75.2%+21.6pp | 81.9%+15.0pp | 70.7%+26.2pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5155.94%-5155.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,378 | $2,991-53.9% | $4,695-70.7% | $2,032-32.2% |
| Participant deferral / active EE | $4,365 | $5,394-19.1% | $6,247-30.1% | $3,224+35.4% |
| Admin fee / account holder | $59 | $128-53.8% | $9,243-99.4% | $110-46.3% |