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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,553 |
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 | $149,956 | $69,305+116.4% | $82,313+82.2% | $69,631+115.4% |
| Participation rate | 96.6% | 80.3%+16.3pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 15.13% | 21.47%-6.3pp | 25.88%-10.7pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,918 | $1,887+1.7% | $2,428-21.0% | $2,032-5.6% |
| Participant deferral / active EE | $6,128 | $3,568+71.7% | $3,706+65.3% | $3,224+90.1% |
| Admin fee / account holder | $33 | $97-66.4% | $5,608-99.4% | $110-70.4% |