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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,530 |
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 | $42,967 | $99,957-57.0% | $149,696-71.3% | $73,488-41.5% |
| Participation rate | 80.7% | 75.7%+5.0pp | 82.5%-1.8pp | 70.7%+10.0pp |
| Annual return | 22.62% | 53.87%-31.2pp | 276.60%-254.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $2,140 | $3,191-32.9% | $4,644-53.9% | $2,270-5.7% |
| Participant deferral / active EE | $5,753 | $6,073-5.3% | $6,842-15.9% | $3,740+53.8% |
| Admin fee / account holder | $12 | $551-97.9% | $9,309-99.9% | $513-97.7% |