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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,260 | $71,516+9.4% | $98,439-20.5% | $71,457+9.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 19.50% | 32.41%-12.9pp | 21.16%-1.7pp | 28.85%-9.4pp |
| Employer contribution / active EE | $9,092 | $2,399+279.0% | $3,048+198.3% | $2,588+251.4% |
| Participant deferral / active EE | $8,112 | $4,109+97.4% | $4,738+71.2% | $4,289+89.1% |
| Admin fee / account holder | $71 | $1,675-95.8% | $8,948-99.2% | $1,587-95.5% |