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: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $124,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,392 | $62,624+269.5% | $177,989+30.0% | $77,643+198.0% |
| Participation rate | 93.8% | 66.8%+27.0pp | 77.1%+16.7pp | 70.6%+23.2pp |
| Annual return | 14.95% | 16.16%-1.2pp | 294.48%-279.5pp | 31.24%-16.3pp |
| Employer contribution / active EE | $8,666 | $1,909+354.0% | $3,949+119.5% | $2,726+217.9% |
| Participant deferral / active EE | $12,690 | $4,219+200.8% | $6,276+102.2% | $4,647+173.1% |
| Admin fee / account holder | $138 | $386-64.2% | $10,363-98.7% | $430-67.9% |