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 | $17,996 |
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 | $236,186 | $80,177+194.6% | $123,892+90.6% | $57,658+309.6% |
| Participation rate | 98.5% | 74.4%+24.1pp | 81.4%+17.1pp | 70.2%+28.3pp |
| Annual return | 8.35% | 17.90%-9.6pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $14,513 | $2,913+398.3% | $4,617+214.4% | $1,974+635.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $42 | $106-60.2% | $8,357-99.5% | $95-55.2% |