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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,735 |
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 | $92,541 | $58,726+57.6% | $92,233+0.3% | $62,292+48.6% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 16.27% | 43.62%-27.3pp | 176.28%-160.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,234 | $2,392-48.4% | $3,679-66.5% | $2,042-39.6% |
| Participant deferral / active EE | $3,471 | $2,766+25.5% | $3,897-10.9% | $3,169+9.5% |
| Admin fee / account holder | $91 | $556-83.7% | $5,194-98.3% | $479-81.1% |