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 7-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 | $61,828 |
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 | $57,159 | $61,473-7.0% | $81,930-30.2% | $73,409-22.1% |
| Participation rate | 95.2% | 72.4%+22.9pp | 72.0%+23.2pp | 72.2%+23.1pp |
| Annual return | 18.80% | 28.26%-9.5pp | 29.49%-10.7pp | 59.29%-40.5pp |
| Employer contribution / active EE | $2,923 | $1,898+54.0% | $4,310-32.2% | $2,234+30.9% |
| Participant deferral / active EE | $4,934 | $3,080+60.2% | $7,107-30.6% | $3,805+29.7% |
| Admin fee / account holder | $61 | $125-51.4% | $5,158-98.8% | $158-61.4% |