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 | $2,148 |
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 | $175,863 | $99,957+75.9% | $149,696+17.5% | $73,488+139.3% |
| Participation rate | 87.9% | 75.7%+12.1pp | 82.5%+5.4pp | 70.7%+17.2pp |
| Annual return | 15.86% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $4,100 | $3,191+28.5% | $4,644-11.7% | $2,270+80.6% |
| Participant deferral / active EE | $11,084 | $6,073+82.5% | $6,842+62.0% | $3,740+196.4% |
| Admin fee / account holder | $17 | $551-97.0% | $9,309-99.8% | $513-96.8% |