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 | $1,481 |
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 | $119,589 | $46,297+158.3% | $71,671+66.9% | $62,292+92.0% |
| Participation rate | 97.7% | 60.6%+37.0pp | 68.7%+28.9pp | 69.5%+28.2pp |
| Annual return | 17.82% | 22.32%-4.5pp | 20.65%-2.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $13,566 | $2,235+506.9% | $3,438+294.6% | $3,169+328.1% |
| Admin fee / account holder | $7 | $461-98.4% | $5,558-99.9% | $479-98.5% |