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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,084 |
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 | $101,528 | $65,376+55.3% | $87,100+16.6% | $65,185+55.8% |
| Participation rate | 98.6% | 75.3%+23.3pp | 76.9%+21.8pp | 70.2%+28.4pp |
| Annual return | 19.57% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,760 | $1,822+51.4% | $2,521+9.5% | $2,177+26.8% |
| Participant deferral / active EE | $4,542 | $3,388+34.0% | $4,049+12.2% | $3,514+29.3% |
| Admin fee / account holder | $99 | $520-80.9% | $7,497-98.7% | $847-88.3% |