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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,913 |
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 | $56,466 | $58,655-3.7% | $91,989-38.6% | $65,185-13.4% |
| Participation rate | 80.1% | 75.3%+4.9pp | 78.6%+1.5pp | 70.2%+9.9pp |
| Annual return | 28.54% | 33.92%-5.4pp | 69.02%-40.5pp | 29.38%-0.8pp |
| Employer contribution / active EE | $2,516 | $2,080+21.0% | $3,452-27.1% | $2,177+15.6% |
| Participant deferral / active EE | $7,617 | $5,474+39.1% | $5,923+28.6% | $3,514+116.8% |
| Admin fee / account holder | $20 | $434-95.5% | $7,743-99.7% | $847-97.7% |