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 | $11,291 |
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 | $33,109 | $39,898-17.0% | $121,196-72.7% | $55,725-40.6% |
| Participation rate | 83.8% | 61.2%+22.6pp | 71.7%+12.1pp | 70.9%+13.0pp |
| Annual return | -5.35% | -0.96%-4.4pp | 16.93%-22.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,688 | $1,295+30.3% | $4,022-58.0% | $2,078-18.8% |
| Participant deferral / active EE | $2,029 | $2,439-16.8% | $3,344-39.3% | $3,356-39.5% |
| Admin fee / account holder | $29 | $95-69.5% | $5,019-99.4% | $115-74.8% |