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 | $5,727 |
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 | $39,262 | $80,005-50.9% | $140,016-72.0% | $55,725-29.5% |
| Participation rate | 82.8% | 87.0%-4.2pp | 87.5%-4.7pp | 70.9%+11.9pp |
| Annual return | 0.34% | 0.46%-0.1pp | 651.12%-650.8pp | 244.93%-244.6pp |
| Employer contribution / active EE | $2,800 | $3,403-17.7% | $5,606-50.1% | $2,078+34.7% |
| Participant deferral / active EE | $12,833 | $5,264+143.8% | $6,927+85.3% | $3,356+282.4% |
| Admin fee / account holder | $16 | $116-86.0% | $10,705-99.8% | $115-85.9% |