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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,809 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. 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 | $149,389 | $89,652+66.6% | $141,162+5.8% | $65,185+129.2% |
| Participation rate | 98.7% | 74.7%+23.9pp | 82.5%+16.2pp | 70.2%+28.5pp |
| Annual return | 30.09% | 32.79%-2.7pp | 71.39%-41.3pp | 29.38%+0.7pp |
| Employer contribution / active EE | $4,591 | $3,065+49.8% | $4,735-3.0% | $2,177+110.9% |
| Participant deferral / active EE | $10,847 | $5,691+90.6% | $6,709+61.7% | $3,514+208.7% |
| Admin fee / account holder | $138 | $569-75.7% | $10,261-98.7% | $847-83.7% |