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 | $1,325 |
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 | $68,993 | $67,411+2.3% | $91,001-24.2% | $70,131-1.6% |
| Participation rate | 91.9% | 71.4%+20.5pp | 75.6%+16.3pp | 69.5%+22.4pp |
| Annual return | 15.15% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $371 | $1,786-79.2% | $2,456-84.9% | $2,342-84.2% |
| Participant deferral / active EE | $2,800 | $2,823-0.8% | $3,547-21.1% | $3,332-15.9% |
| Admin fee / account holder | $5 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |