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.4+ years Filed as: THE VANGUARD GROUP. INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $19,676 |
THE VANGUARD GROUP, INC.4+ years Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,111 | $70,083+37.1% | $59,878+60.5% | $55,725+72.5% |
| Participation rate | 96.9% | 78.4%+18.5pp | 74.7%+22.2pp | 70.9%+26.0pp |
| Annual return | -6.02% | 3.13%-9.1pp | 3.46%-9.5pp | 244.93%-250.9pp |
| Employer contribution / active EE | $2,311 | $2,878-19.7% | $2,722-15.1% | $2,078+11.2% |
| Participant deferral / active EE | $5,519 | $3,079+79.3% | $3,402+62.2% | $3,356+64.5% |
| Admin fee / account holder | $52 | $70-26.3% | $3,590-98.6% | $115-55.0% |