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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,639 |
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 | $133,908 | $63,905+109.5% | $74,183+80.5% | $57,658+132.2% |
| Participation rate | 96.8% | 79.8%+17.0pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 8.00% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,023 | $1,840+9.9% | $2,370-14.7% | $1,974+2.5% |
| Participant deferral / active EE | $6,005 | $3,448+74.2% | $3,550+69.2% | $3,061+96.2% |
| Admin fee / account holder | $34 | $91-62.9% | $5,586-99.4% | $95-64.3% |