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 9-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 | $1,490 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
THE VANGUARD GROUP, INC.1 year 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 | $92,829 | $80,177+15.8% | $123,892-25.1% | $57,658+61.0% |
| Participation rate | 97.7% | 74.4%+23.3pp | 81.4%+16.3pp | 70.2%+27.5pp |
| Annual return | 17.27% | 17.90%-0.6pp | 47.52%-30.2pp | 5.13%+12.1pp |
| Employer contribution / active EE | $5,295 | $2,913+81.8% | $4,617+14.7% | $1,974+168.3% |
| Participant deferral / active EE | $6,270 | $5,130+22.2% | $5,984+4.8% | $3,061+104.9% |
| Admin fee / account holder | $15 | $106-86.1% | $8,357-99.8% | $95-84.4% |