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 | $394 |
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 | $195,826 | $70,002+179.7% | $115,037+70.2% | $52,331+274.2% |
| Participation rate | 96.2% | 72.1%+24.1pp | 81.4%+14.8pp | 68.1%+28.1pp |
| Annual return | -0.11% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $3,038 | $2,715+11.9% | $4,608-34.1% | $1,882+61.5% |
| Participant deferral / active EE | $7,410 | $4,920+50.6% | $6,026+23.0% | $3,022+145.2% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |