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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,099 |
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 | $78,472 | $78,419+0.1% | $133,956-41.4% | $73,409+6.9% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.6pp | 72.2%+26.3pp |
| Annual return | 15.72% | 33.35%-17.6pp | 45.09%-29.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $7,950 | $2,044+289.0% | $3,919+102.9% | $2,234+255.9% |
| Participant deferral / active EE | $2,975 | $3,925-24.2% | $5,048-41.1% | $3,805-21.8% |
| Admin fee / account holder | $137 | $161-15.3% | $8,927-98.5% | $158-13.4% |