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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,735 |
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 | $141,438 | $65,376+116.3% | $87,100+62.4% | $65,185+117.0% |
| Participation rate | 77.9% | 75.3%+2.6pp | 76.9%+1.1pp | 70.2%+7.7pp |
| Annual return | 21.99% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,187 | $1,822+74.9% | $2,521+26.4% | $2,177+46.4% |
| Participant deferral / active EE | $6,911 | $3,388+104.0% | $4,049+70.7% | $3,514+96.7% |
| Admin fee / account holder | $28 | $520-94.6% | $7,497-99.6% | $847-96.7% |