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 | $13,778 |
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 | $206,955 | $75,388+174.5% | $123,544+67.5% | $55,725+271.4% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.3%+16.3pp | 70.9%+27.7pp |
| Annual return | -5.06% | 4.48%-9.5pp | 119.20%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $6,549 | $3,063+113.8% | $4,628+41.5% | $2,078+215.1% |
| Participant deferral / active EE | $9,167 | $5,651+62.2% | $6,426+42.7% | $3,356+173.2% |
| Admin fee / account holder | $11 | $120-90.7% | $9,284-99.9% | $115-90.3% |