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 | $24,726 |
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 | $35,872 | $65,376-45.1% | $87,100-58.8% | $65,185-45.0% |
| Participation rate | 88.4% | 75.3%+13.1pp | 76.9%+11.6pp | 70.2%+18.2pp |
| Annual return | 20.17% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,009 | $1,822-44.6% | $2,521-60.0% | $2,177-53.6% |
| Participant deferral / active EE | $4,127 | $3,388+21.8% | $4,049+1.9% | $3,514+17.5% |
| Admin fee / account holder | $112 | $520-78.5% | $7,497-98.5% | $847-86.8% |