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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,727 |
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 | $139,492 | $86,332+61.6% | $125,175+11.4% | $65,185+114.0% |
| Participation rate | 93.4% | 75.3%+18.1pp | 79.8%+13.7pp | 70.2%+23.2pp |
| Annual return | 21.87% | 27.43%-5.6pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,320 | $2,040+13.7% | $3,865-40.0% | $2,177+6.6% |
| Participant deferral / active EE | $6,757 | $3,537+91.0% | $4,937+36.9% | $3,514+92.3% |
| Admin fee / account holder | $154 | $609-74.7% | $9,702-98.4% | $847-81.8% |