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 | $12,730 |
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 | $41,036 | $99,957-58.9% | $149,696-72.6% | $73,488-44.2% |
| Participation rate | 96.9% | 75.7%+21.2pp | 82.5%+14.4pp | 70.7%+26.2pp |
| Annual return | 35.28% | 53.87%-18.6pp | 276.60%-241.3pp | 28.51%+6.8pp |
| Employer contribution / active EE | $4,226 | $3,191+32.4% | $4,644-9.0% | $2,270+86.2% |
| Participant deferral / active EE | $8,348 | $6,073+37.5% | $6,842+22.0% | $3,740+123.2% |
| Admin fee / account holder | $54 | $551-90.2% | $9,309-99.4% | $513-89.5% |