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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,152 |
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 | $121,752 | $100,801+20.8% | $149,696-18.7% | $73,409+65.9% |
| Participation rate | 96.7% | 77.7%+19.0pp | 82.5%+14.2pp | 72.2%+24.5pp |
| Annual return | 16.30% | 265.34%-249.0pp | 276.60%-260.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $2,485 | $3,312-25.0% | $4,644-46.5% | $2,234+11.2% |
| Participant deferral / active EE | $8,883 | $6,404+38.7% | $6,842+29.8% | $3,805+133.4% |
| Admin fee / account holder | $138 | $181-23.6% | $9,309-98.5% | $158-12.5% |