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 | $11,068 |
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 | $71,877 | $55,449+29.6% | $83,848-14.3% | $56,287+27.7% |
| Participation rate | 99.2% | 68.0%+31.2pp | 76.1%+23.1pp | 69.9%+29.3pp |
| Annual return | -4.51% | -1.38%-3.1pp | 850.88%-855.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $13,043 | $2,430+436.7% | $3,631+259.2% | $2,111+517.9% |
| Participant deferral / active EE | $1,909 | $2,935-35.0% | $4,082-53.2% | $3,350-43.0% |
| Admin fee / account holder | $67 | $656-89.7% | $5,478-98.8% | $521-87.0% |