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 Service code 15 · EIN 23-1945930 | Recordkeeping | $50,035 |
THE VANGUARD GROUP, INC.3 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 | $178,599 | $99,957+78.7% | $149,696+19.3% | $73,488+143.0% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | 16.05% | 53.87%-37.8pp | 276.60%-260.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $4,775 | $3,191+49.6% | $4,644+2.8% | $2,270+110.4% |
| Participant deferral / active EE | $12,050 | $6,073+98.4% | $6,842+76.1% | $3,740+222.2% |
| Admin fee / account holder | $167 | $551-69.6% | $9,309-98.2% | $513-67.4% |