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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,777 | $78,485+15.7% | $106,213-14.5% | $74,495+21.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 13.03% | 15.95%-2.9pp | 116.14%-103.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $8,310 | $2,523+229.4% | $3,171+162.0% | $2,623+216.8% |
| Participant deferral / active EE | $7,522 | $4,322+74.0% | $5,016+50.0% | $4,346+73.1% |
| Admin fee / account holder | $103 | $2,232-95.4% | $11,033-99.1% | $1,942-94.7% |