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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,012 |
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 | $53,858 | $96,458-44.2% | $136,294-60.5% | $77,958-30.9% |
| Participation rate | 98.2% | 75.4%+22.8pp | 81.9%+16.2pp | 71.6%+26.5pp |
| Annual return | 22.80% | 23.78%-1.0pp | 5155.94%-5133.1pp | 20.87%+1.9pp |
| Employer contribution / active EE | $2,108 | $3,144-33.0% | $4,695-55.1% | $2,310-8.8% |
| Participant deferral / active EE | $7,331 | $5,902+24.2% | $6,247+17.3% | $3,537+107.3% |
| Admin fee / account holder | $62 | $80-22.4% | $9,243-99.3% | $97-35.9% |