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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,375 |
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 | $66,580 | $69,977-4.9% | $108,579-38.7% | $62,891+5.9% |
| Participation rate | 97.3% | 72.9%+24.4pp | 79.6%+17.7pp | 69.3%+28.0pp |
| Annual return | 10.36% | 10.73%-0.4pp | -51.70%+62.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,986 | $2,135-7.0% | $3,758-47.1% | $2,281-12.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $60 | $5,076-98.8% | $7,645-99.2% | $4,296-98.6% |