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 | $5,646 |
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 | $68,121 | $89,652-24.0% | $141,162-51.7% | $65,185+4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.62% | 32.79%-8.2pp | 71.39%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $3,639 | $3,065+18.7% | $4,735-23.1% | $2,177+67.2% |
| Participant deferral / active EE | $11,286 | $5,691+98.3% | $6,709+68.2% | $3,514+221.2% |
| Admin fee / account holder | $43 | $569-92.5% | $10,261-99.6% | $847-95.0% |