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.7+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $63,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,364 | $111,491-3.7% | $189,513-43.3% | $86,799+23.7% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.8%+9.8pp | 72.3%+25.3pp |
| Annual return | 14.18% | 83.50%-69.3pp | 555.15%-541.0pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,736 | $3,951-5.4% | $6,162-39.4% | $2,405+55.3% |
| Participant deferral / active EE | $5,113 | $6,437-20.6% | $8,221-37.8% | $4,131+23.8% |
| Admin fee / account holder | $71 | $189-62.6% | $12,045-99.4% | $170-58.3% |