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 | $72,423 |
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 | $86,697 | $81,321+6.6% | $68,509+26.5% | $59,188+46.5% |
| Participation rate | 99.0% | 83.8%+15.2pp | 74.7%+24.3pp | 69.4%+29.6pp |
| Annual return | -0.52% | 4.65%-5.2pp | 8.27%-8.8pp | 5.51%-6.0pp |
| Employer contribution / active EE | $4,720 | $3,297+43.2% | $2,278+107.2% | $2,098+125.0% |
| Participant deferral / active EE | $6,539 | $4,592+42.4% | $3,382+93.3% | $3,265+100.3% |
| Admin fee / account holder | $15 | $62-75.1% | $5,275-99.7% | $92-83.3% |