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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $54,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,477 | $48,698+65.3% | $93,606-14.0% | $199,593-59.7% |
| Participation rate | 97.9% | 63.5%+34.3pp | 68.7%+29.2pp | 72.0%+25.9pp |
| Annual return | 15.63% | 15.34%+0.3pp | 133.20%-117.6pp | 34.25%-18.6pp |
| Employer contribution / active EE | $1,238 | $1,135+9.1% | $2,420-48.8% | $3,034-59.2% |
| Participant deferral / active EE | $6,991 | $2,817+148.2% | $4,411+58.5% | $5,087+37.4% |
| Admin fee / account holder | $12 | $195-93.9% | $8,285-99.9% | $269-95.6% |