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 | $13,088 |
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 | $57,042 | $50,385+13.2% | $75,670-24.6% | $62,292-8.4% |
| Participation rate | 98.9% | 67.7%+31.2pp | 72.3%+26.6pp | 69.5%+29.4pp |
| Annual return | 17.05% | 19.90%-2.8pp | 27.34%-10.3pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,292 | $1,537+114.2% | $2,352+40.0% | $2,042+61.2% |
| Participant deferral / active EE | $2,327 | $2,445-4.9% | $3,142-26.0% | $3,169-26.6% |
| Admin fee / account holder | $49 | $384-87.3% | $5,800-99.2% | $479-89.8% |