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 | $4,037 |
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 | $133,216 | $73,102+82.2% | $123,544+7.8% | $56,287+136.7% |
| Participation rate | 95.1% | 74.3%+20.8pp | 82.3%+12.8pp | 69.9%+25.3pp |
| Annual return | -3.04% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,687 | $2,977+23.9% | $4,628-20.3% | $2,111+74.7% |
| Participant deferral / active EE | $9,125 | $5,423+68.3% | $6,426+42.0% | $3,350+172.4% |
| Admin fee / account holder | $10 | $554-98.2% | $9,284-99.9% | $521-98.0% |