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 | $15,310 |
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 | $26,862 | $50,637-47.0% | $86,590-69.0% | $62,292-56.9% |
| Participation rate | 93.4% | 67.9%+25.5pp | 73.5%+19.8pp | 69.5%+23.9pp |
| Annual return | 19.55% | 20.80%-1.2pp | 964.84%-945.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,794 | $2,075-13.5% | $2,839-36.8% | $2,042-12.1% |
| Participant deferral / active EE | $3,009 | $2,611+15.3% | $3,609-16.6% | $3,169-5.0% |
| Admin fee / account holder | $95 | $413-77.1% | $4,906-98.1% | $479-80.3% |