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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,631 |
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 | $192,005 | $85,135+125.5% | $98,907+94.1% | $73,409+161.6% |
| Participation rate | 87.5% | 81.1%+6.3pp | 76.0%+11.4pp | 72.2%+15.3pp |
| Annual return | 13.85% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,378 | $2,721-49.3% | $2,689-48.7% | $2,234-38.3% |
| Participant deferral / active EE | $6,047 | $4,349+39.0% | $4,244+42.5% | $3,805+58.9% |
| Admin fee / account holder | $23 | $139-83.4% | $6,642-99.7% | $158-85.3% |