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 7-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 | $6,471 |
Service code 29 · EIN 20-4780677 | Legal | $860 |
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 | $82,646 | $95,416-13.4% | $185,823-55.5% | $85,850-3.7% |
| Participation rate | 93.4% | 68.8%+24.7pp | 81.7%+11.7pp | 69.3%+24.1pp |
| Annual return | 29.00% | 23.59%+5.4pp | 122.05%-93.1pp | 318.53%-289.5pp |
| Employer contribution / active EE | $5,977 | $3,314+80.4% | $5,167+15.7% | $2,565+133.0% |
| Participant deferral / active EE | $6,171 | $3,423+80.3% | $5,568+10.8% | $3,952+56.2% |
| Admin fee / account holder | $57 | $7,213-99.2% | $16,237-99.7% | $6,260-99.1% |