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 | $2,260 |
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 | $130,015 | $77,813+67.1% | $123,544+5.2% | $64,186+102.6% |
| Participation rate | 99.0% | 74.7%+24.2pp | 82.3%+16.7pp | 69.6%+29.4pp |
| Annual return | -4.84% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,728 | $3,014-42.7% | $4,628-62.7% | $2,381-27.4% |
| Participant deferral / active EE | $7,286 | $5,240+39.1% | $6,426+13.4% | $3,470+110.0% |
| Admin fee / account holder | $18 | $5,519-99.7% | $9,284-99.8% | $4,888-99.6% |