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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,035 |
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 | $213,168 | $65,223+226.8% | $80,019+166.4% | $55,725+282.5% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.5pp | 70.9%+28.4pp |
| Annual return | -2.00% | 7.59%-9.6pp | 11.22%-13.2pp | 244.93%-246.9pp |
| Employer contribution / active EE | $15,271 | $2,544+500.3% | $2,468+518.8% | $2,078+634.8% |
| Participant deferral / active EE | $12,039 | $3,881+210.2% | $3,686+226.7% | $3,356+258.8% |
| Admin fee / account holder | $6 | $114-95.1% | $6,521-99.9% | $115-95.1% |