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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,533 |
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 | $119,237 | $85,635+39.2% | $123,892-3.8% | $63,975+86.4% |
| Participation rate | 98.2% | 74.9%+23.2pp | 81.4%+16.8pp | 71.1%+27.0pp |
| Annual return | 9.57% | 15.74%-6.2pp | 47.52%-37.9pp | 48.65%-39.1pp |
| Employer contribution / active EE | $13,493 | $3,076+338.6% | $4,617+192.3% | $2,182+518.5% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $14 | $75-81.3% | $8,357-99.8% | $70-80.1% |