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 | $3,055 |
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 | $195,124 | $74,024+163.6% | $77,999+150.2% | $57,658+238.4% |
| Participation rate | 99.6% | 79.7%+19.9pp | 75.5%+24.1pp | 70.2%+29.4pp |
| Annual return | 9.40% | 12.14%-2.7pp | 425.96%-416.6pp | 5.13%+4.3pp |
| Employer contribution / active EE | $12,530 | $2,365+429.8% | $2,470+407.3% | $1,974+534.8% |
| Participant deferral / active EE | $10,200 | $3,533+188.7% | $3,497+191.7% | $3,061+233.3% |
| Admin fee / account holder | $6 | $93-93.5% | $5,480-99.9% | $95-93.5% |