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.8+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $118,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,887 | $50,458+222.8% | $159,960+1.8% | $64,808+151.3% |
| Participation rate | 96.4% | 68.0%+28.3pp | 78.0%+18.4pp | 71.5%+24.9pp |
| Annual return | -16.10% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $7,253 | $1,722+321.2% | $4,226+71.6% | $2,506+189.5% |
| Participant deferral / active EE | $10,460 | $4,004+161.3% | $6,182+69.2% | $4,310+142.7% |
| Admin fee / account holder | $121 | $706-82.9% | $8,698-98.6% | $188-35.5% |