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 | $281,552 |
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 | $163,126 | $105,190+55.1% | $98,907+64.9% | $90,288+80.7% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.0%+22.7pp | 73.4%+25.3pp |
| Annual return | 13.78% | 18.52%-4.7pp | 196.43%-182.7pp | 53.97%-40.2pp |
| Employer contribution / active EE | $7,201 | $3,831+88.0% | $2,689+167.8% | $2,524+185.3% |
| Participant deferral / active EE | $10,316 | $5,616+83.7% | $4,244+143.1% | $4,232+143.7% |
| Admin fee / account holder | $84 | $97-13.7% | $6,642-98.7% | $114-26.3% |