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 | $1,500 |
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 | $110,158 | $42,396+159.8% | $67,313+63.7% | $56,287+95.7% |
| Participation rate | 99.2% | 61.0%+38.3pp | 69.1%+30.2pp | 69.9%+29.4pp |
| Annual return | -5.90% | -36.63%+30.7pp | -4.08%-1.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $13,743 | $2,360+482.4% | $3,568+285.1% | $3,350+310.3% |
| Admin fee / account holder | $7 | $510-98.5% | $4,507-99.8% | $521-98.6% |