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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,968 |
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 | $60,305 | $53,777+12.1% | $134,143-55.0% | $79,858-24.5% |
| Participation rate | 95.7% | 58.8%+37.0pp | 72.2%+23.6pp | 69.6%+26.1pp |
| Annual return | 13.63% | 19.01%-5.4pp | 36.33%-22.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,461 | $1,321+237.6% | $3,704+20.4% | $2,471+80.5% |
| Participant deferral / active EE | $5,559 | $2,420+129.7% | $3,499+58.9% | $3,740+48.6% |
| Admin fee / account holder | $67 | $3,984-98.3% | $6,684-99.0% | $5,306-98.7% |