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 | $72,458 |
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 | $124,937 | $51,288+143.6% | $81,983+52.4% | $73,409+70.2% |
| Participation rate | 91.9% | 64.0%+27.9pp | 69.2%+22.6pp | 72.2%+19.7pp |
| Annual return | 14.75% | 29.48%-14.7pp | 41.31%-26.6pp | 59.29%-44.5pp |
| Employer contribution / active EE | $1,094 | $1,487-26.4% | $2,498-56.2% | $2,234-51.0% |
| Participant deferral / active EE | $6,420 | $2,715+136.4% | $3,722+72.5% | $3,805+68.7% |
| Admin fee / account holder | $87 | $125-30.7% | $5,664-98.5% | $158-45.0% |