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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,608 |
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 | $95,587 | $46,722+104.6% | $130,648-26.8% | $65,185+46.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 23.22% | 24.17%-0.9pp | 1708.96%-1685.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $6,394 | $1,488+329.9% | $4,092+56.3% | $2,177+193.8% |
| Participant deferral / active EE | $7,914 | $2,545+210.9% | $3,603+119.7% | $3,514+125.2% |
| Admin fee / account holder | $33 | $453-92.8% | $5,464-99.4% | $847-96.1% |