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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,504 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,832 | $62,543+166.7% | $83,333+100.2% | $55,725+199.4% |
| Participation rate | 98.7% | 78.4%+20.3pp | 77.8%+20.9pp | 70.9%+27.8pp |
| Annual return | -5.18% | 14.85%-20.0pp | 10.63%-15.8pp | 244.93%-250.1pp |
| Employer contribution / active EE | $10,225 | $2,427+321.2% | $3,379+202.7% | $2,078+392.0% |
| Participant deferral / active EE | $9,332 | $5,682+64.2% | $5,565+67.7% | $3,356+178.1% |
| Admin fee / account holder | $166 | $103+60.9% | $7,510-97.8% | $115+44.0% |