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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,318 |
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 | $150,327 | $47,922+213.7% | $75,886+98.1% | $65,185+130.6% |
| Participation rate | 96.9% | 63.0%+33.9pp | 69.3%+27.6pp | 70.2%+26.7pp |
| Annual return | 22.20% | 24.12%-1.9pp | 30.76%-8.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $11,733 | $1,557+653.5% | $2,500+369.3% | $2,177+439.1% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14 | $532-97.3% | $5,418-99.7% | $847-98.3% |