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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,368 |
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 | $126,712 | $58,879+115.2% | $178,490-29.0% | $73,488+72.4% |
| Participation rate | 99.5% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | 14.40% | 24.86%-10.5pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $7,072 | $2,236+216.3% | $5,011+41.1% | $2,270+211.5% |
| Participant deferral / active EE | $6,466 | $2,567+151.8% | $5,202+24.3% | $3,740+72.9% |
| Admin fee / account holder | $48 | $400-88.1% | $13,984-99.7% | $513-90.7% |