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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,112 |
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 | $79,368 | $86,332-8.1% | $125,175-36.6% | $65,185+21.8% |
| Participation rate | 82.3% | 75.3%+7.0pp | 79.8%+2.5pp | 70.2%+12.1pp |
| Annual return | 19.62% | 27.43%-7.8pp | 43.79%-24.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $3,567 | $2,040+74.9% | $3,865-7.7% | $2,177+63.9% |
| Participant deferral / active EE | $6,327 | $3,537+78.9% | $4,937+28.2% | $3,514+80.0% |
| Admin fee / account holder | $7 | $609-98.8% | $9,702-99.9% | $847-99.1% |