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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $660 |
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 | $116,043 | $89,739+29.3% | $149,718-22.5% | $62,292+86.3% |
| Participation rate | 98.8% | 85.1%+13.7pp | 87.1%+11.7pp | 69.5%+29.3pp |
| Annual return | 21.07% | 21.01%+0.1pp | 1501.63%-1480.6pp | 28.90%-7.8pp |
| Employer contribution / active EE | $9,366 | $3,233+189.7% | $5,445+72.0% | $2,042+358.6% |
| Participant deferral / active EE | $15,897 | $4,797+231.4% | $6,569+142.0% | $3,169+401.6% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.3% |