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 |
|---|---|---|
Service code 15 · EIN 23-1928421 | Recordkeeping | $97,394 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,701 |
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 | $57,250 | $57,921-1.2% | $84,750-32.4% | $57,658-0.7% |
| Participation rate | 88.7% | 72.9%+15.7pp | 76.6%+12.1pp | 70.2%+18.4pp |
| Annual return | 245.05% | 10.24%+234.8pp | 22.78%+222.3pp | 5.13%+239.9pp |
| Employer contribution / active EE | $4,223 | $2,598+62.5% | $3,574+18.2% | $1,974+114.0% |
| Participant deferral / active EE | $1,971 | $2,742-28.1% | $3,712-46.9% | $3,061-35.6% |
| Admin fee / account holder | $198 | $130+53.1% | $5,332-96.3% | $95+110.0% |