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 | $123,506 |
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 | $181,332 | $80,177+126.2% | $123,892+46.4% | $57,658+214.5% |
| Participation rate | 96.5% | 74.4%+22.0pp | 81.4%+15.0pp | 70.2%+26.2pp |
| Annual return | 7.14% | 17.90%-10.8pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,118 | $2,913+41.4% | $4,617-10.8% | $1,974+108.6% |
| Participant deferral / active EE | $7,634 | $5,130+48.8% | $5,984+27.6% | $3,061+149.4% |
| Admin fee / account holder | $86 | $106-19.3% | $8,357-99.0% | $95-9.2% |