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 | $2,875 |
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 | $217,691 | $75,284+189.2% | $91,001+139.2% | $69,631+212.6% |
| Participation rate | 99.7% | 80.4%+19.3pp | 75.6%+24.1pp | 70.7%+29.0pp |
| Annual return | 21.33% | 48.40%-27.1pp | 4.60%+16.7pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $12,946 | $2,473+423.6% | $2,456+427.2% | $2,032+537.1% |
| Participant deferral / active EE | $10,388 | $3,700+180.8% | $3,547+192.8% | $3,224+222.2% |
| Admin fee / account holder | $6 | $111-94.8% | $5,417-99.9% | $110-94.8% |