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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,216 |
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 | $83,253 | $48,313+72.3% | $73,307+13.6% | $52,331+59.1% |
| Participation rate | 85.4% | 68.6%+16.8pp | 74.9%+10.5pp | 68.1%+17.3pp |
| Annual return | -0.17% | 3.85%-4.0pp | 5.67%-5.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,455 | $1,661-12.4% | $3,237-55.1% | $1,882-22.7% |
| Participant deferral / active EE | $2,471 | $4,189-41.0% | $4,991-50.5% | $3,022-18.2% |
| Admin fee / account holder | $44 | $404-89.0% | $5,637-99.2% | $592-92.5% |