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 | $13,219 |
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 | $73,341 | $73,102+0.3% | $123,544-40.6% | $56,287+30.3% |
| Participation rate | 82.2% | 74.3%+7.9pp | 82.3%-0.1pp | 69.9%+12.3pp |
| Annual return | -4.21% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,184 | $2,977-60.2% | $4,628-74.4% | $2,111-43.9% |
| Participant deferral / active EE | $4,398 | $5,423-18.9% | $6,426-31.6% | $3,350+31.3% |
| Admin fee / account holder | $88 | $554-84.1% | $9,284-99.1% | $521-83.1% |