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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,295 |
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 | $120,502 | $90,410+33.3% | $91,001+32.4% | $77,958+54.6% |
| Participation rate | 99.4% | 86.4%+13.0pp | 75.6%+23.8pp | 71.6%+27.8pp |
| Annual return | 16.26% | 21.34%-5.1pp | 4.60%+11.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $5,359 | $3,392+58.0% | $2,456+118.2% | $2,310+131.9% |
| Participant deferral / active EE | $7,725 | $4,816+60.4% | $3,547+117.8% | $3,537+118.4% |
| Admin fee / account holder | $21 | $79-72.8% | $5,417-99.6% | $97-77.9% |