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.3 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $75,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,167 | $129,021-15.4% | $184,203-40.7% | $77,643+40.6% |
| Participation rate | 95.3% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.7pp |
| Annual return | 14.64% | 33.27%-18.6pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,929 | $4,413-11.0% | $6,427-38.9% | $2,726+44.1% |
| Participant deferral / active EE | $5,511 | $7,297-24.5% | $9,131-39.6% | $4,647+18.6% |
| Admin fee / account holder | $71 | $254-71.9% | $13,901-99.5% | $430-83.5% |