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 | $115,010 |
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 | $43,043 | $85,635-49.7% | $123,892-65.3% | $63,975-32.7% |
| Participation rate | 97.8% | 74.9%+22.9pp | 81.4%+16.4pp | 71.1%+26.7pp |
| Annual return | 10.60% | 15.74%-5.1pp | 47.52%-36.9pp | 48.65%-38.1pp |
| Employer contribution / active EE | $2,092 | $3,076-32.0% | $4,617-54.7% | $2,182-4.1% |
| Participant deferral / active EE | $7,088 | $5,667+25.1% | $5,984+18.4% | $3,356+111.2% |
| Admin fee / account holder | $63 | $75-16.1% | $8,357-99.2% | $70-10.7% |