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 | $29,278 |
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 | $39,745 | $98,982-59.8% | $162,163-75.5% | $65,185-39.0% |
| Participation rate | 90.7% | 85.8%+4.9pp | 87.6%+3.2pp | 70.2%+20.5pp |
| Annual return | 22.75% | 24.84%-2.1pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,747 | $3,467-20.8% | $5,614-51.1% | $2,177+26.2% |
| Participant deferral / active EE | $5,033 | $5,384-6.5% | $7,298-31.0% | $3,514+43.2% |
| Admin fee / account holder | $131 | $596-78.0% | $10,843-98.8% | $847-84.5% |