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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
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 | $108,894 | $76,552+42.2% | $123,892-12.1% | $62,891+73.1% |
| Participation rate | 98.7% | 73.0%+25.7pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 8.65% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,370 | $2,883-17.8% | $4,617-48.7% | $2,281+3.9% |
| Participant deferral / active EE | $9,018 | $4,840+86.3% | $5,984+50.7% | $3,203+181.5% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |