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 | $1,892 |
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 | $131,726 | $42,396+210.7% | $67,313+95.7% | $56,287+134.0% |
| Participation rate | 96.5% | 61.0%+35.5pp | 69.1%+27.4pp | 69.9%+26.7pp |
| Annual return | -5.55% | -36.63%+31.1pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $10,463 | $1,414+640.2% | $2,566+307.8% | $2,111+395.7% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $9 | $510-98.3% | $4,507-99.8% | $521-98.3% |