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 9-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210 |
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 | $54,387 | $87,841-38.1% | $133,980-59.4% | $62,891-13.5% |
| Participation rate | 77.9% | 83.4%-5.5pp | 87.1%-9.2pp | 69.3%+8.6pp |
| Annual return | 9.43% | 12.05%-2.6pp | 29.30%-19.9pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,495 | $3,483+29.1% | $5,211-13.7% | $2,281+97.1% |
| Participant deferral / active EE | $10,089 | $4,812+109.7% | $6,282+60.6% | $3,203+215.0% |
| Admin fee / account holder | $6 | $5,371-99.9% | $9,324-99.9% | $4,296-99.9% |