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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,147 |
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 | $31,340 | $89,652-65.0% | $141,162-77.8% | $65,185-51.9% |
| Participation rate | 71.5% | 74.7%-3.2pp | 82.5%-10.9pp | 70.2%+1.3pp |
| Annual return | 50.91% | 32.79%+18.1pp | 71.39%-20.5pp | 29.38%+21.5pp |
| Employer contribution / active EE | $2,828 | $3,065-7.7% | $4,735-40.3% | $2,177+29.9% |
| Participant deferral / active EE | $4,916 | $5,691-13.6% | $6,709-26.7% | $3,514+39.9% |
| Admin fee / account holder | $23 | $569-96.0% | $10,261-99.8% | $847-97.3% |