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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,498 |
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 | $201,589 | $89,652+124.9% | $141,162+42.8% | $65,185+209.3% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.5%+4.3pp | 70.2%+16.6pp |
| Annual return | 27.67% | 32.79%-5.1pp | 71.39%-43.7pp | 29.38%-1.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $15,410 | $5,691+170.8% | $6,709+129.7% | $3,514+338.6% |
| Admin fee / account holder | $87 | $569-84.7% | $10,261-99.2% | $847-89.7% |