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 | $121,235 |
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 | $198,274 | $90,410+119.3% | $91,001+117.9% | $77,958+154.3% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.7pp |
| Annual return | 18.97% | 21.34%-2.4pp | 4.60%+14.4pp | 20.87%-1.9pp |
| Employer contribution / active EE | $7,837 | $3,392+131.1% | $2,456+219.1% | $2,310+239.2% |
| Participant deferral / active EE | $9,521 | $4,816+97.7% | $3,547+168.4% | $3,537+169.2% |
| Admin fee / account holder | $49 | $79-37.6% | $5,417-99.1% | $97-49.4% |