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 | $4,575 |
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 | $72,390 | $70,908+2.1% | $98,907-26.8% | $73,488-1.5% |
| Participation rate | 89.1% | 73.8%+15.3pp | 76.0%+13.1pp | 70.7%+18.4pp |
| Annual return | 15.99% | 34.17%-18.2pp | 196.43%-180.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,296 | $2,036+12.7% | $2,689-14.6% | $2,270+1.1% |
| Participant deferral / active EE | $3,741 | $3,500+6.9% | $4,244-11.9% | $3,7400% |
| Admin fee / account holder | $16 | $535-97.1% | $6,642-99.8% | $513-97.0% |