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 | $9,539 |
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 | $20,869 | $77,813-73.2% | $123,544-83.1% | $64,186-67.5% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.5pp | 69.6%+26.2pp |
| Annual return | -4.13% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,992 | $3,014+98.8% | $4,628+29.5% | $2,381+151.7% |
| Participant deferral / active EE | $5,158 | $5,240-1.6% | $6,426-19.7% | $3,470+48.7% |
| Admin fee / account holder | $50 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |