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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,081 |
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 | $129,003 | $79,523+62.2% | $140,016-7.9% | $56,287+129.2% |
| Participation rate | 97.8% | 85.7%+12.1pp | 87.5%+10.3pp | 69.9%+28.0pp |
| Annual return | -4.63% | 2.39%-7.0pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,480 | $3,350+3.9% | $5,606-37.9% | $2,111+64.8% |
| Participant deferral / active EE | $5,889 | $5,129+14.8% | $6,927-15.0% | $3,350+75.8% |
| Admin fee / account holder | $94 | $614-84.7% | $10,705-99.1% | $521-82.0% |