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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,388 |
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 | $91,666 | $62,324+47.1% | $68,509+33.8% | $55,191+66.1% |
| Participation rate | 95.5% | 78.9%+16.6pp | 74.7%+20.7pp | 69.2%+26.3pp |
| Annual return | -0.36% | 4.26%-4.6pp | 8.27%-8.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $5,547 | $2,223+149.6% | $2,278+143.5% | $1,899+192.2% |
| Participant deferral / active EE | $4,893 | $3,425+42.9% | $3,382+44.7% | $3,046+60.6% |
| Admin fee / account holder | $24 | $91-73.4% | $5,275-99.5% | $91-73.2% |