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 | $5,013 |
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 | $84,949 | $51,620+64.6% | $90,281-5.9% | $65,185+30.3% |
| Participation rate | 88.6% | 68.6%+20.0pp | 73.3%+15.3pp | 70.2%+18.4pp |
| Annual return | 21.01% | 24.94%-3.9pp | 78.10%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,650 | $2,235-26.2% | $2,854-42.2% | $2,177-24.2% |
| Participant deferral / active EE | $4,306 | $2,871+50.0% | $3,885+10.8% | $3,514+22.5% |
| Admin fee / account holder | $55 | $384-85.8% | $5,351-99.0% | $847-93.5% |