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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,363 |
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 | $224,335 | $155,795+44.0% | $136,294+64.6% | $69,631+222.2% |
| Participation rate | 99.2% | 75.2%+24.0pp | 81.9%+17.3pp | 70.7%+28.6pp |
| Annual return | 21.81% | 232464.33%-232442.5pp | 5155.94%-5134.1pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $3,536 | $2,991+18.2% | $4,695-24.7% | $2,032+74.0% |
| Participant deferral / active EE | $8,300 | $5,394+53.9% | $6,247+32.9% | $3,224+157.5% |
| Admin fee / account holder | $51 | $128-60.3% | $9,243-99.4% | $110-53.9% |