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 | $60,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,611 | $106,236-58.9% | $112,228-61.1% | $64,808-32.7% |
| Participation rate | 92.1% | 71.7%+20.5pp | 75.1%+17.1pp | 71.5%+20.7pp |
| Annual return | -12.53% | -6.02%-6.5pp | 27.45%-40.0pp | 32.82%-45.3pp |
| Employer contribution / active EE | $6,339 | $3,166+100.2% | $3,635+74.4% | $2,506+153.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $63 | $452-86.1% | $6,410-99.0% | $188-66.5% |