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 | $3,636 |
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 | $60,316 | $70,475-14.4% | $100,516-40.0% | $79,858-24.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.90% | 21.90%-4.0pp | 30.89%-13.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,360 | $2,165+101.4% | $3,418+27.6% | $2,471+76.5% |
| Participant deferral / active EE | $10,500 | $5,181+102.7% | $6,270+67.5% | $3,740+180.8% |
| Admin fee / account holder | $26 | $4,478-99.4% | $8,081-99.7% | $5,306-99.5% |