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 | $38,225 |
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 | $122,336 | $71,192+71.8% | $117,854+3.8% | $62,292+96.4% |
| Participation rate | 74.5% | 74.2%+0.2pp | 79.7%-5.2pp | 69.5%+4.9pp |
| Annual return | 15.53% | 18.66%-3.1pp | 335.08%-319.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $738 | $1,934-61.8% | $3,786-80.5% | $2,042-63.9% |
| Participant deferral / active EE | $5,392 | $3,189+69.1% | $4,482+20.3% | $3,169+70.2% |
| Admin fee / account holder | $121 | $587-79.3% | $8,020-98.5% | $479-74.7% |