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 6-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 | $8,407 |
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 | $63,247 | $65,703-3.7% | $94,224-32.9% | $59,632+6.1% |
| Participation rate | 98.8% | 72.1%+26.7pp | 78.8%+20.0pp | 68.7%+30.1pp |
| Annual return | -0.59% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,381 | $2,021+17.8% | $3,587-33.6% | $2,203+8.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $60 | $4,264-98.6% | $6,269-99.0% | $4,297-98.6% |