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 | $29,090 |
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 | $157,545 | $55,636+183.2% | $81,983+92.2% | $73,488+114.4% |
| Participation rate | 97.8% | 62.3%+35.5pp | 69.2%+28.6pp | 70.7%+27.1pp |
| Annual return | 14.79% | 19.07%-4.3pp | 41.31%-26.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $13,123 | $1,625+707.8% | $2,498+425.4% | $2,270+478.1% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $115 | $493-76.8% | $5,664-98.0% | $513-77.7% |