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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,439 |
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 | $118,389 | $70,667+67.5% | $123,104-3.8% | $52,331+126.2% |
| Participation rate | 97.5% | 83.7%+13.7pp | 86.8%+10.7pp | 68.1%+29.4pp |
| Annual return | 19.76% | 6.23%+13.5pp | 13.22%+6.5pp | 4.54%+15.2pp |
| Employer contribution / active EE | $3,554 | $2,946+20.6% | $5,151-31.0% | $1,882+88.9% |
| Participant deferral / active EE | $5,774 | $4,493+28.5% | $6,230-7.3% | $3,022+91.0% |
| Admin fee / account holder | $18 | $506-96.4% | $9,015-99.8% | $592-97.0% |