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.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,441 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,157 | $127,386-40.2% | $115,037-33.8% | $125,391-39.3% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | -0.02% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,959 | $5,166-62.1% | $4,608-57.5% | $4,866-59.7% |
| Participant deferral / active EE | $6,941 | $6,423+8.1% | $6,026+15.2% | $5,352+29.7% |
| Admin fee / account holder | $35 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |