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.2+ years Service code 25 · EIN 23-1945930 | Directed Trustee | $7,080 |
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 | $181,812 | $80,177+126.8% | $123,892+46.8% | $57,658+215.3% |
| Participation rate | 99.3% | 74.4%+24.9pp | 81.4%+17.9pp | 70.2%+29.1pp |
| Annual return | 8.51% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $6,500 | $2,913+123.2% | $4,617+40.8% | $1,974+229.3% |
| Participant deferral / active EE | $8,558 | $5,130+66.8% | $5,984+43.0% | $3,061+179.6% |
| Admin fee / account holder | $4 | $106-96.0% | $8,357-99.9% | $95-95.5% |