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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,553 |
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 | $61,159 | $69,848-12.4% | $115,756-47.2% | $66,914-8.6% |
| Participation rate | 95.0% | 70.6%+24.4pp | 77.1%+17.9pp | 69.8%+25.2pp |
| Annual return | -12.84% | 969.66%-982.5pp | 143.14%-156.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $3,146 | $2,613+20.4% | $3,793-17.0% | $2,544+23.7% |
| Participant deferral / active EE | $6,102 | $4,274+42.8% | $6,254-2.4% | $4,237+44.0% |
| Admin fee / account holder | $48 | $337-85.9% | $8,124-99.4% | $593-92.0% |