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 | $83,914 |
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 | $66,838 | $88,122-24.2% | $141,162-52.7% | $67,579-1.1% |
| Participation rate | 93.5% | 76.5%+17.0pp | 82.5%+11.0pp | 71.3%+22.2pp |
| Annual return | 24.99% | 75.40%-50.4pp | 71.39%-46.4pp | 378.56%-353.6pp |
| Employer contribution / active EE | $6,422 | $3,224+99.2% | $4,735+35.6% | $2,148+199.0% |
| Participant deferral / active EE | $8,468 | $5,958+42.1% | $6,709+26.2% | $3,539+139.3% |
| Admin fee / account holder | $92 | $131-30.1% | $10,261-99.1% | $142-35.7% |