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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,800 |
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 | $106,847 | $44,059+142.5% | $71,671+49.1% | $69,631+53.4% |
| Participation rate | 94.5% | 60.8%+33.7pp | 68.7%+25.7pp | 70.7%+23.8pp |
| Annual return | 14.85% | 21.97%-7.1pp | 20.65%-5.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,367 | $1,305+81.4% | $2,460-3.8% | $2,032+16.5% |
| Participant deferral / active EE | $6,136 | $2,370+158.9% | $3,438+78.5% | $3,224+90.3% |
| Admin fee / account holder | $9 | $108-92.0% | $5,558-99.8% | $110-92.2% |