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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $66,597 |
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 | $154,692 | $46,966+229.4% | $185,117-16.4% | $69,631+122.2% |
| Participation rate | 96.3% | 65.3%+31.0pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 18.98% | 22.36%-3.4pp | 40.50%-21.5pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $6,067 | $1,360+346.0% | $4,182+45.1% | $2,032+198.6% |
| Participant deferral / active EE | $8,207 | $3,017+172.0% | $5,045+62.7% | $3,224+154.6% |
| Admin fee / account holder | $115 | $94+22.4% | $8,159-98.6% | $110+4.0% |