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.10+ years Filed as: VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $58,090 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $250,061-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 46.0%-46.0pp | 2.1%-2.1pp |
| Annual return | 10.67% | 7.65%+3.0pp | 7.82%+2.9pp | 7.65%+3.0pp |
| Employer contribution / active EE | $17,367 | $20,599-15.7% | $31,823-45.4% | $20,599-15.7% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $365-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $18,503-100.0% | $193-100.0% |