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 | $11,544 |
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 | $155,545 | $136,307+14.1% | $177,821-12.5% | $73,488+111.7% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.7%+9.0pp | 70.7%+26.1pp |
| Annual return | 21.56% | 18.68%+2.9pp | 48.32%-26.8pp | 28.51%-7.0pp |
| Employer contribution / active EE | $6,779 | $3,712+82.6% | $5,918+14.5% | $2,270+198.6% |
| Participant deferral / active EE | $6,936 | $5,829+19.0% | $7,714-10.1% | $3,740+85.5% |
| Admin fee / account holder | $62 | $596-89.6% | $12,427-99.5% | $513-87.9% |