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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,292 |
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 | $99,505 | $64,286+54.8% | $106,387-6.5% | $55,725+78.6% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.5%+20.6pp | 70.9%+27.2pp |
| Annual return | -3.24% | 0.84%-4.1pp | 0.25%-3.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $4,851 | $2,367+104.9% | $3,520+37.8% | $2,078+133.4% |
| Participant deferral / active EE | $7,467 | $4,158+79.6% | $5,421+37.7% | $3,356+122.5% |
| Admin fee / account holder | $5 | $102-95.0% | $7,510-99.9% | $115-95.6% |