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, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $86,838 |
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 | $181,266 | $56,152+222.8% | $185,823-2.5% | $73,409+146.9% |
| Participation rate | 97.0% | 67.6%+29.4pp | 78.0%+19.0pp | 72.2%+24.8pp |
| Annual return | 18.21% | 17.59%+0.6pp | 35.95%-17.7pp | 59.29%-41.1pp |
| Employer contribution / active EE | $6,625 | $1,532+332.5% | $4,087+62.1% | $2,234+196.6% |
| Participant deferral / active EE | $9,211 | $3,659+151.7% | $5,632+63.5% | $3,805+142.0% |
| Admin fee / account holder | $110 | $132-16.9% | $9,500-98.8% | $158-30.5% |