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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,618 |
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 | $175,605 | $80,177+119.0% | $123,892+41.7% | $57,658+204.6% |
| Participation rate | 99.9% | 74.4%+25.4pp | 81.4%+18.4pp | 70.2%+29.6pp |
| Annual return | 7.50% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,378 | $5,130-34.2% | $5,984-43.6% | $3,061+10.4% |
| Admin fee / account holder | $52 | $106-51.5% | $8,357-99.4% | $95-45.4% |