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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,458 |
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 | $40,976 | $56,095-27.0% | $178,490-77.0% | $90,288-54.6% |
| Participation rate | 97.8% | 65.6%+32.2pp | 81.9%+15.8pp | 73.4%+24.4pp |
| Annual return | 16.74% | 28.81%-12.1pp | 151.07%-134.3pp | 53.97%-37.2pp |
| Employer contribution / active EE | $813 | $1,572-48.3% | $5,011-83.8% | $2,524-67.8% |
| Participant deferral / active EE | $4,477 | $2,669+67.8% | $5,202-13.9% | $4,232+5.8% |
| Admin fee / account holder | $65 | $101-35.7% | $13,984-99.5% | $114-43.3% |