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 | $11,237 |
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 | $107,666 | $75,284+43.0% | $91,001+18.3% | $69,631+54.6% |
| Participation rate | 95.9% | 80.4%+15.6pp | 75.6%+20.3pp | 70.7%+25.3pp |
| Annual return | 15.53% | 48.40%-32.9pp | 4.60%+10.9pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $5,981 | $2,473+141.9% | $2,456+143.6% | $2,032+194.3% |
| Participant deferral / active EE | $5,571 | $3,700+50.6% | $3,547+57.0% | $3,224+72.8% |
| Admin fee / account holder | $23 | $111-79.2% | $5,417-99.6% | $110-79.2% |