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 | $5,210 |
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 | $234,249 | $70,002+234.6% | $115,037+103.6% | $52,331+347.6% |
| Participation rate | 88.1% | 72.1%+16.0pp | 81.4%+6.7pp | 68.1%+20.0pp |
| Annual return | 1.48% | 4.04%-2.6pp | 26.14%-24.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $12,286 | $4,920+149.7% | $6,026+103.9% | $3,022+306.5% |
| Admin fee / account holder | $25 | $566-95.6% | $8,175-99.7% | $592-95.7% |