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 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $66,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,174 | $86,897+4.9% | $151,611-39.9% | $64,808+40.7% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.5%+10.0pp | 71.5%+26.0pp |
| Annual return | -13.73% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,794 | $4,010-5.4% | $6,166-38.5% | $2,506+51.4% |
| Participant deferral / active EE | $5,354 | $6,690-20.0% | $8,363-36.0% | $4,310+24.2% |
| Admin fee / account holder | $72 | $153-53.1% | $11,616-99.4% | $188-61.8% |