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 | $1,400 |
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 | $179,814 | $69,362+159.2% | $101,248+77.6% | $73,488+144.7% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | 20.20% | 18.46%+1.7pp | 46.47%-26.3pp | 28.51%-8.3pp |
| Employer contribution / active EE | $9,448 | $2,628+259.5% | $3,660+158.2% | $2,270+316.2% |
| Participant deferral / active EE | $10,794 | $3,300+227.1% | $4,370+147.0% | $3,740+188.7% |
| Admin fee / account holder | $9 | $704-98.7% | $5,945-99.8% | $513-98.2% |