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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $938 |
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 | $219,291 | $73,102+200.0% | $123,544+77.5% | $56,287+289.6% |
| Participation rate | 98.4% | 74.3%+24.1pp | 82.3%+16.1pp | 69.9%+28.6pp |
| Annual return | -5.38% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,344 | $2,977+12.3% | $4,628-27.7% | $2,111+58.4% |
| Participant deferral / active EE | $9,538 | $5,423+75.9% | $6,426+48.4% | $3,350+184.7% |
| Admin fee / account holder | $5 | $554-99.0% | $9,284-99.9% | $521-99.0% |