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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $35,255 |
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 | $181,501 | $89,652+102.5% | $141,162+28.6% | $65,185+178.4% |
| Participation rate | 97.6% | 74.7%+22.8pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 22.45% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $4,401 | $3,065+43.6% | $4,735-7.0% | $2,177+102.2% |
| Participant deferral / active EE | $7,814 | $5,691+37.3% | $6,709+16.5% | $3,514+122.4% |
| Admin fee / account holder | $119 | $569-79.1% | $10,261-98.8% | $847-86.0% |