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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,850 |
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 | $116,670 | $75,419+54.7% | $392,568-70.3% | $67,579+72.6% |
| Participation rate | 98.4% | 74.8%+23.6pp | 78.1%+20.4pp | 71.3%+27.1pp |
| Annual return | 24.46% | 36.70%-12.2pp | 24.42%0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $4,757 | $2,636+80.5% | $3,783+25.8% | $2,148+121.5% |
| Participant deferral / active EE | $7,212 | $4,347+65.9% | $5,985+20.5% | $3,539+103.8% |
| Admin fee / account holder | $5 | $114-95.9% | $6,260-99.9% | $142-96.7% |