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 | $580 |
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 | $117,380 | $88,324+32.9% | $115,037+2.0% | $55,191+112.7% |
| Participation rate | 95.2% | 72.5%+22.7pp | 81.4%+13.8pp | 69.2%+26.0pp |
| Annual return | -0.17% | 6.30%-6.5pp | 26.14%-26.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $2,904 | $2,805+3.5% | $4,608-37.0% | $1,899+53.0% |
| Participant deferral / active EE | $15,723 | $5,042+211.8% | $6,026+160.9% | $3,046+416.1% |
| Admin fee / account holder | $0 | $105-99.6% | $8,175-100.0% | $91-99.5% |