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 | $113,207 |
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 | $33,083 | $47,456-30.3% | $172,739-80.8% | $77,787-57.5% |
| Participation rate | 97.1% | 66.3%+30.8pp | 82.6%+14.4pp | 73.2%+23.9pp |
| Annual return | 27.58% | 35.57%-8.0pp | 802.84%-775.3pp | 32.57%-5.0pp |
| Employer contribution / active EE | $719 | $1,574-54.3% | $5,143-86.0% | $2,504-71.3% |
| Participant deferral / active EE | $3,947 | $2,560+54.2% | $5,198-24.1% | $3,967-0.5% |
| Admin fee / account holder | $55 | $81-32.2% | $13,954-99.6% | $100-45.2% |