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: THE VANGUARD GROUP. INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $15,363 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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 | $107,509 | $74,552+44.2% | $62,995+70.7% | $69,631+54.4% |
| Participation rate | 93.4% | 78.3%+15.1pp | 74.8%+18.5pp | 70.7%+22.7pp |
| Annual return | 17.80% | 15.77%+2.0pp | 87.57%-69.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,180 | $2,929-25.6% | $2,759-21.0% | $2,032+7.3% |
| Participant deferral / active EE | $5,029 | $2,974+69.1% | $3,329+51.1% | $3,224+56.0% |
| Admin fee / account holder | $44 | $59-26.4% | $3,600-98.8% | $110-60.4% |