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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,728 |
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 | $115,318 | $52,953+117.8% | $172,739-33.2% | $65,185+76.9% |
| Participation rate | 98.4% | 66.2%+32.2pp | 82.6%+15.8pp | 70.2%+28.2pp |
| Annual return | 23.20% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $5,184 | $2,190+136.8% | $5,143+0.8% | $2,177+138.2% |
| Participant deferral / active EE | $5,661 | $2,471+129.1% | $5,198+8.9% | $3,514+61.1% |
| Admin fee / account holder | $45 | $472-90.5% | $13,954-99.7% | $847-94.7% |