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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,307 |
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 | $210,273 | $69,231+203.7% | $91,989+128.6% | $67,579+211.2% |
| Participation rate | 97.7% | 78.9%+18.8pp | 78.6%+19.1pp | 71.3%+26.4pp |
| Annual return | 22.48% | 32.03%-9.5pp | 69.02%-46.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $9,372 | $2,284+310.3% | $3,452+171.5% | $2,148+336.4% |
| Participant deferral / active EE | $10,427 | $5,854+78.1% | $5,923+76.0% | $3,539+194.6% |
| Admin fee / account holder | $165 | $107+53.6% | $7,743-97.9% | $142+16.0% |