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 | $12,362 |
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 | $127,671 | $75,183+69.8% | $123,892+3.0% | $55,167+131.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 81.4%+17.4pp | 69.0%+29.8pp |
| Annual return | 9.77% | 19.01%-9.2pp | 47.52%-37.7pp | 169.23%-159.5pp |
| Employer contribution / active EE | $814 | $2,823-71.2% | $4,617-82.4% | $1,963-58.5% |
| Participant deferral / active EE | $7,601 | $5,084+49.5% | $5,984+27.0% | $3,054+148.9% |
| Admin fee / account holder | $49 | $663-92.6% | $8,357-99.4% | $504-90.3% |