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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,722 |
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 | $230,006 | $82,032+180.4% | $123,104+86.8% | $59,632+285.7% |
| Participation rate | 93.6% | 83.2%+10.4pp | 86.8%+6.8pp | 68.7%+24.9pp |
| Annual return | 0.47% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $11,384 | $3,297+245.3% | $5,151+121.0% | $2,203+416.8% |
| Participant deferral / active EE | $15,935 | $4,667+241.5% | $6,230+155.8% | $3,192+399.3% |
| Admin fee / account holder | $21 | $5,881-99.6% | $9,015-99.8% | $4,297-99.5% |