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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
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 | $180,214 | $136,307+32.2% | $177,821+1.3% | $73,488+145.2% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.7%+10.0pp | 70.7%+27.0pp |
| Annual return | 16.23% | 18.68%-2.4pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $9,589 | $3,712+158.3% | $5,918+62.0% | $2,270+322.4% |
| Participant deferral / active EE | $16,909 | $5,829+190.1% | $7,714+119.2% | $3,740+352.2% |
| Admin fee / account holder | $2 | $596-99.7% | $12,427-100.0% | $513-99.7% |