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 | $13,577 |
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 | $83,028 | $88,324-6.0% | $115,037-27.8% | $55,191+50.4% |
| Participation rate | 97.4% | 72.5%+24.9pp | 81.4%+16.1pp | 69.2%+28.3pp |
| Annual return | 7.50% | 6.30%+1.2pp | 26.14%-18.6pp | 10.78%-3.3pp |
| Employer contribution / active EE | $1,963 | $2,805-30.0% | $4,608-57.4% | $1,899+3.4% |
| Participant deferral / active EE | $6,801 | $5,042+34.9% | $6,026+12.9% | $3,046+123.2% |
| Admin fee / account holder | $9 | $105-91.3% | $8,175-99.9% | $91-89.9% |