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 | $17,659 |
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 | $36,101 | $99,957-63.9% | $149,696-75.9% | $73,488-50.9% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.3pp | 70.7%+15.1pp |
| Annual return | 38.23% | 53.87%-15.6pp | 276.60%-238.4pp | 28.51%+9.7pp |
| Employer contribution / active EE | $1,820 | $3,191-43.0% | $4,644-60.8% | $2,270-19.8% |
| Participant deferral / active EE | $5,270 | $6,073-13.2% | $6,842-23.0% | $3,740+40.9% |
| Admin fee / account holder | $84 | $551-84.7% | $9,309-99.1% | $513-83.5% |