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 | $3,990 |
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 | $64,916 | $66,310-2.1% | $93,606-30.6% | $65,185-0.4% |
| Participation rate | 92.5% | 74.0%+18.5pp | 75.8%+16.6pp | 70.2%+22.3pp |
| Annual return | 20.74% | 42.58%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,324 | $2,012+15.5% | $2,718-14.5% | $2,177+6.7% |
| Participant deferral / active EE | $3,813 | $3,342+14.1% | $4,069-6.3% | $3,514+8.5% |
| Admin fee / account holder | $14 | $6,897-99.8% | $7,888-99.8% | $847-98.3% |