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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,639 |
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 | $40,752 | $44,229-7.9% | $155,790-73.8% | $55,191-26.2% |
| Participation rate | 73.7% | 60.8%+12.9pp | 76.1%-2.4pp | 69.2%+4.6pp |
| Annual return | 9.43% | 0.37%+9.1pp | 71.54%-62.1pp | 10.78%-1.4pp |
| Employer contribution / active EE | $2,530 | $1,317+92.0% | $3,836-34.0% | $1,899+33.2% |
| Participant deferral / active EE | $10,049 | $2,851+252.4% | $4,797+109.5% | $3,046+229.9% |
| Admin fee / account holder | $24 | $86-72.5% | $7,478-99.7% | $91-73.9% |