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 | $13,566 |
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 | $34,825 | $45,324-23.2% | $122,332-71.5% | $69,631-50.0% |
| Participation rate | 87.4% | 59.9%+27.5pp | 71.6%+15.8pp | 70.7%+16.7pp |
| Annual return | 18.11% | 25.35%-7.2pp | 30.27%-12.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,597 | $1,230+29.9% | $4,050-60.6% | $2,032-21.4% |
| Participant deferral / active EE | $1,918 | $2,367-19.0% | $3,287-41.7% | $3,224-40.5% |
| Admin fee / account holder | $34 | $87-60.5% | $5,478-99.4% | $110-68.9% |