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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,835 |
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 | $119,321 | $62,324+91.5% | $68,509+74.2% | $55,191+116.2% |
| Participation rate | 91.7% | 78.9%+12.8pp | 74.7%+17.0pp | 69.2%+22.5pp |
| Annual return | -0.47% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,805 | $2,223+71.2% | $2,278+67.0% | $1,899+100.4% |
| Participant deferral / active EE | $5,530 | $3,425+61.5% | $3,382+63.5% | $3,046+81.5% |
| Admin fee / account holder | $7 | $91-92.2% | $5,275-99.9% | $91-92.2% |