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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
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 | $67,225 | $98,750-31.9% | $149,696-55.1% | $79,858-15.8% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 16.46% | 27.43%-11.0pp | 276.60%-260.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,304 | $3,216+33.8% | $4,644-7.3% | $2,471+74.2% |
| Participant deferral / active EE | $9,160 | $5,680+61.3% | $6,842+33.9% | $3,740+144.9% |
| Admin fee / account holder | $10 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |