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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,213 |
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 | $119,335 | $80,177+48.8% | $123,892-3.7% | $57,658+107.0% |
| Participation rate | 95.0% | 74.4%+20.6pp | 81.4%+13.6pp | 70.2%+24.8pp |
| Annual return | 10.07% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,131 | $2,913-61.2% | $4,617-75.5% | $1,974-42.7% |
| Participant deferral / active EE | $7,464 | $5,130+45.5% | $5,984+24.7% | $3,061+143.9% |
| Admin fee / account holder | $26 | $106-75.8% | $8,357-99.7% | $95-72.7% |