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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,959 |
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 | $24,364 | $51,620-52.8% | $90,281-73.0% | $65,185-62.6% |
| Participation rate | 97.4% | 68.6%+28.8pp | 73.3%+24.1pp | 70.2%+27.2pp |
| Annual return | 21.76% | 24.94%-3.2pp | 78.10%-56.3pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,677 | $2,235-24.9% | $2,854-41.2% | $2,177-22.9% |
| Participant deferral / active EE | $2,846 | $2,871-0.8% | $3,885-26.7% | $3,514-19.0% |
| Admin fee / account holder | $88 | $384-77.1% | $5,351-98.4% | $847-89.6% |