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 | $7,540 |
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 | $161,532 | $88,324+82.9% | $115,037+40.4% | $55,191+192.7% |
| Participation rate | 99.4% | 72.5%+26.9pp | 81.4%+18.1pp | 69.2%+30.3pp |
| Annual return | 0.05% | 6.30%-6.2pp | 26.14%-26.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $6,236 | $2,805+122.3% | $4,608+35.3% | $1,899+228.5% |
| Participant deferral / active EE | $8,409 | $5,042+66.8% | $6,026+39.5% | $3,046+176.0% |
| Admin fee / account holder | $4 | $105-95.8% | $8,175-99.9% | $91-95.1% |