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 | $35,999 |
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 | $96,123 | $59,186+62.4% | $76,768+25.2% | $56,287+70.8% |
| Participation rate | 98.6% | 75.2%+23.4pp | 77.0%+21.6pp | 69.9%+28.7pp |
| Annual return | -2.11% | 6.62%-8.7pp | 2.43%-4.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,746 | $1,759-0.7% | $2,485-29.7% | $2,111-17.3% |
| Participant deferral / active EE | $4,543 | $3,255+39.6% | $3,852+18.0% | $3,350+35.6% |
| Admin fee / account holder | $117 | $489-76.1% | $6,675-98.3% | $521-77.6% |