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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,889 |
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 | $66,476 | $78,705-15.5% | $117,854-43.6% | $70,131-5.2% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 14.50% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,467 | $2,223-34.0% | $3,786-61.3% | $2,342-37.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $63 | $5,065-98.8% | $8,020-99.2% | $4,645-98.7% |