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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,507 |
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 | $25,423 | $66,124-61.6% | $90,404-71.9% | $73,488-65.4% |
| Participation rate | 97.6% | 69.7%+27.9pp | 72.7%+24.9pp | 70.7%+26.9pp |
| Annual return | 17.36% | 17.65%-0.3pp | 1293.02%-1275.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,665 | $2,346-29.0% | $3,262-49.0% | $2,270-26.7% |
| Participant deferral / active EE | $2,757 | $3,039-9.3% | $3,963-30.4% | $3,740-26.3% |
| Admin fee / account holder | $86 | $396-78.3% | $5,611-98.5% | $513-83.3% |