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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,373 |
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 | $180,404 | $88,324+104.3% | $115,037+56.8% | $55,191+226.9% |
| Participation rate | 98.8% | 72.5%+26.3pp | 81.4%+17.4pp | 69.2%+29.7pp |
| Annual return | 0.95% | 6.30%-5.3pp | 26.14%-25.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,520 | $2,805+25.5% | $4,608-23.6% | $1,899+85.4% |
| Participant deferral / active EE | $7,276 | $5,042+44.3% | $6,026+20.7% | $3,046+138.8% |
| Admin fee / account holder | $35 | $105-66.5% | $8,175-99.6% | $91-61.1% |