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 | $40,900 |
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 | $101,199 | $86,332+17.2% | $125,175-19.2% | $65,185+55.2% |
| Participation rate | 98.8% | 75.3%+23.4pp | 79.8%+19.0pp | 70.2%+28.6pp |
| Annual return | 22.91% | 27.43%-4.5pp | 43.79%-20.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $6,182 | $2,040+203.1% | $3,865+59.9% | $2,177+184.0% |
| Participant deferral / active EE | $4,146 | $3,537+17.2% | $4,937-16.0% | $3,514+18.0% |
| Admin fee / account holder | $211 | $609-65.4% | $9,702-97.8% | $847-75.1% |