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.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $34,057 |
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 | $71,945 | $68,413+5.2% | $123,104-41.6% | $55,191+30.4% |
| Participation rate | 96.0% | 84.5%+11.5pp | 86.8%+9.2pp | 69.2%+26.9pp |
| Annual return | 0.69% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,973 | $3,050-2.5% | $5,151-42.3% | $1,899+56.6% |
| Participant deferral / active EE | $3,768 | $4,490-16.1% | $6,230-39.5% | $3,046+23.7% |
| Admin fee / account holder | $59 | $88-33.3% | $9,015-99.4% | $91-35.5% |