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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,611 |
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 | $120,831 | $66,302+82.2% | $110,238+9.6% | $56,287+114.7% |
| Participation rate | 94.8% | 74.9%+19.9pp | 79.8%+15.0pp | 69.9%+24.9pp |
| Annual return | -4.09% | -1.18%-2.9pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,506 | $2,047+120.1% | $3,826+17.7% | $2,111+113.4% |
| Participant deferral / active EE | $8,770 | $3,381+159.4% | $4,672+87.7% | $3,350+161.8% |
| Admin fee / account holder | $149 | $698-78.7% | $8,547-98.3% | $521-71.4% |