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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,793 |
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 | $168,658 | $55,636+203.1% | $81,983+105.7% | $73,488+129.5% |
| Participation rate | 97.7% | 62.3%+35.4pp | 69.2%+28.4pp | 70.7%+27.0pp |
| Annual return | 43.35% | 19.07%+24.3pp | 41.31%+2.0pp | 28.51%+14.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $14,182 | $2,762+413.4% | $3,722+281.0% | $3,740+279.2% |
| Admin fee / account holder | $121 | $493-75.4% | $5,664-97.9% | $513-76.4% |