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 8-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $68,408 |
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 | $92,615 | $155,795-40.6% | $136,294-32.0% | $69,631+33.0% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 18.11% | 232464.33%-232446.2pp | 5155.94%-5137.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,306 | $2,991-22.9% | $4,695-50.9% | $2,032+13.5% |
| Participant deferral / active EE | $8,074 | $5,394+49.7% | $6,247+29.2% | $3,224+150.5% |
| Admin fee / account holder | $126 | $128-1.6% | $9,243-98.6% | $110+14.2% |