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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,875 |
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 | $140,311 | $89,739+56.4% | $149,718-6.3% | $62,292+125.2% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.7pp |
| Annual return | 19.87% | 21.01%-1.1pp | 1501.63%-1481.8pp | 28.90%-9.0pp |
| Employer contribution / active EE | $3,742 | $3,233+15.8% | $5,445-31.3% | $2,042+83.2% |
| Participant deferral / active EE | $6,743 | $4,797+40.6% | $6,569+2.7% | $3,169+112.8% |
| Admin fee / account holder | $108 | $551-80.4% | $11,283-99.0% | $479-77.5% |