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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,838 |
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 | $110,330 | $53,901+104.7% | $134,143-17.8% | $73,488+50.1% |
| Participation rate | 99.4% | 62.8%+36.6pp | 72.2%+27.2pp | 70.7%+28.7pp |
| Annual return | 14.09% | 15.82%-1.7pp | 36.33%-22.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $7,152 | $1,458+390.4% | $3,704+93.1% | $2,270+215.1% |
| Participant deferral / active EE | $9,019 | $2,739+229.3% | $3,499+157.8% | $3,740+141.2% |
| Admin fee / account holder | $45 | $581-92.3% | $6,684-99.3% | $513-91.3% |