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 | $67,065 |
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 | $101,610 | $41,467+145.0% | $67,313+51.0% | $55,725+82.3% |
| Participation rate | 93.5% | 62.5%+31.0pp | 69.1%+24.5pp | 70.9%+22.7pp |
| Annual return | -4.71% | 0.82%-5.5pp | -4.08%-0.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,466 | $1,316+163.3% | $2,566+35.1% | $2,078+66.8% |
| Participant deferral / active EE | $6,280 | $2,399+161.8% | $3,568+76.0% | $3,356+87.2% |
| Admin fee / account holder | $86 | $102-15.5% | $4,507-98.1% | $115-25.1% |