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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,712 |
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 | $178,372 | $89,652+99.0% | $141,162+26.4% | $65,185+173.6% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.5%+12.2pp | 70.2%+24.4pp |
| Annual return | 25.09% | 32.79%-7.7pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $2,563 | $3,065-16.4% | $4,735-45.9% | $2,177+17.7% |
| Participant deferral / active EE | $9,313 | $5,691+63.6% | $6,709+38.8% | $3,514+165.0% |
| Admin fee / account holder | $49 | $569-91.4% | $10,261-99.5% | $847-94.3% |