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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,470 |
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 | $61,498 | $81,474-24.5% | $133,956-54.1% | $73,488-16.3% |
| Participation rate | 98.0% | 76.4%+21.7pp | 79.8%+18.2pp | 70.7%+27.4pp |
| Annual return | 16.58% | 19.40%-2.8pp | 45.09%-28.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $4,005 | $2,209+81.3% | $3,919+2.2% | $2,270+76.4% |
| Participant deferral / active EE | $6,543 | $3,786+72.8% | $5,048+29.6% | $3,740+75.0% |
| Admin fee / account holder | $6 | $713-99.1% | $8,927-99.9% | $513-98.8% |