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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,465 |
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 | $107,691 | $72,492+48.6% | $87,100+23.6% | $72,985+47.6% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.9%+2.1pp | 69.5%+9.5pp |
| Annual return | 18.94% | 24.46%-5.5pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,957 | $1,894+214.5% | $2,521+136.3% | $2,440+144.2% |
| Participant deferral / active EE | $2,136 | $3,270-34.7% | $4,049-47.2% | $3,607-40.8% |
| Admin fee / account holder | $15 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |