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.2 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $61,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,497 | $100,227+2.3% | $169,993-39.7% | $74,419+37.7% |
| Participation rate | 96.9% | 87.3%+9.6pp | 87.0%+9.9pp | 70.7%+26.2pp |
| Annual return | 16.86% | 66.08%-49.2pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,831 | $4,263-10.1% | $6,785-43.5% | $2,637+45.3% |
| Participant deferral / active EE | $5,406 | $7,143-24.3% | $10,408-48.1% | $4,528+19.4% |
| Admin fee / account holder | $62 | $234-73.4% | $12,815-99.5% | $348-82.1% |