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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,904 |
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 | $168,017 | $82,279+104.2% | $77,999+115.4% | $63,975+162.6% |
| Participation rate | 99.4% | 84.7%+14.7pp | 75.5%+23.9pp | 71.1%+28.3pp |
| Annual return | 8.72% | 11.20%-2.5pp | 425.96%-417.2pp | 48.65%-39.9pp |
| Employer contribution / active EE | $7,353 | $3,297+123.0% | $2,470+197.7% | $2,182+237.0% |
| Participant deferral / active EE | $9,175 | $4,538+102.2% | $3,497+162.4% | $3,356+173.3% |
| Admin fee / account holder | $35 | $81-57.0% | $5,480-99.4% | $70-50.3% |