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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $136,219 |
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 | $212,019 | $75,388+181.2% | $123,544+71.6% | $55,725+280.5% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.3%+13.6pp | 70.9%+25.1pp |
| Annual return | 15.83% | 4.48%+11.4pp | 119.20%-103.4pp | 244.93%-229.1pp |
| Employer contribution / active EE | $3,510 | $3,063+14.6% | $4,628-24.2% | $2,078+68.9% |
| Participant deferral / active EE | $9,224 | $5,651+63.2% | $6,426+43.6% | $3,356+174.9% |
| Admin fee / account holder | $92 | $120-22.9% | $9,284-99.0% | $115-19.9% |