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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $29,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,879 | $82,917+91.6% | $103,333+53.8% | $77,643+104.6% |
| Participation rate | 78.0% | 71.6%+6.5pp | 74.5%+3.5pp | 70.6%+7.5pp |
| Annual return | 11.83% | 19.13%-7.3pp | 24.88%-13.1pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,359 | $3,552-61.7% | $3,868-64.9% | $2,726-50.1% |
| Participant deferral / active EE | $4,625 | $4,108+12.6% | $5,057-8.6% | $4,647-0.5% |
| Admin fee / account holder | $92 | $638-85.5% | $8,355-98.9% | $430-78.6% |