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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
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 | $72,641 | $95,542-24.0% | $69,455+4.6% | $67,579+7.5% |
| Participation rate | 99.6% | 79.4%+20.2pp | 74.6%+25.0pp | 71.3%+28.3pp |
| Annual return | 30.31% | 17.67%+12.6pp | 28.97%+1.3pp | 378.56%-348.2pp |
| Employer contribution / active EE | $3,597 | $2,989+20.3% | $2,779+29.4% | $2,148+67.5% |
| Participant deferral / active EE | $14,386 | $3,263+340.9% | $3,535+306.9% | $3,539+306.5% |
| Admin fee / account holder | $2 | $90-97.5% | $3,839-99.9% | $142-98.4% |