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 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $22,703 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $9 |
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 | $234,062 | $89,355+161.9% | $141,162+65.8% | $72,985+220.7% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 29.21% | 111.85%-82.6pp | 71.39%-42.2pp | 81.00%-51.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $16,248 | $5,418+199.9% | $6,709+142.2% | $3,607+350.4% |
| Admin fee / account holder | $201 | $5,958-96.6% | $10,261-98.0% | $5,124-96.1% |