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 | $19,503 |
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 | $113,755 | $73,638+54.5% | $95,952+18.6% | $73,488+54.8% |
| Participation rate | 98.7% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 18.66% | 16.78%+1.9pp | 91.61%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $4,150 | $1,863+122.7% | $2,541+63.3% | $2,270+82.8% |
| Participant deferral / active EE | $4,462 | $3,617+23.4% | $4,167+7.1% | $3,740+19.3% |
| Admin fee / account holder | $60 | $482-87.5% | $6,795-99.1% | $513-88.3% |