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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,170 |
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 | $157,812 | $98,982+59.4% | $162,163-2.7% | $65,185+142.1% |
| Participation rate | 97.9% | 85.8%+12.1pp | 87.6%+10.4pp | 70.2%+27.7pp |
| Annual return | 36.45% | 24.84%+11.6pp | 115.59%-79.1pp | 29.38%+7.1pp |
| Employer contribution / active EE | $9,275 | $3,467+167.6% | $5,614+65.2% | $2,177+326.1% |
| Participant deferral / active EE | $15,809 | $5,384+193.6% | $7,298+116.6% | $3,514+349.9% |
| Admin fee / account holder | $5 | $596-99.2% | $10,843-100.0% | $847-99.5% |