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 | $23,506 |
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 | $81,778 | $66,302+23.3% | $110,238-25.8% | $56,287+45.3% |
| Participation rate | 98.8% | 74.9%+23.9pp | 79.8%+19.0pp | 69.9%+28.9pp |
| Annual return | -5.85% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $8,859 | $2,047+332.7% | $3,826+131.5% | $2,111+319.7% |
| Participant deferral / active EE | $3,642 | $3,381+7.7% | $4,672-22.1% | $3,350+8.7% |
| Admin fee / account holder | $122 | $698-82.5% | $8,547-98.6% | $521-76.5% |