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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,125 |
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 | $71,371 | $44,221+61.4% | $121,196-41.1% | $56,287+26.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | -5.93% | -3.58%-2.3pp | 16.93%-22.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $7,109 | $1,480+380.4% | $4,022+76.8% | $2,111+236.8% |
| Participant deferral / active EE | $8,088 | $2,521+220.8% | $3,344+141.8% | $3,350+141.5% |
| Admin fee / account holder | $27 | $480-94.4% | $5,019-99.5% | $521-94.8% |