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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,963 |
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 | $118,754 | $74,024+60.4% | $77,999+52.2% | $57,658+106.0% |
| Participation rate | 99.3% | 79.7%+19.5pp | 75.5%+23.7pp | 70.2%+29.0pp |
| Annual return | 6.97% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $4,254 | $2,365+79.8% | $2,470+72.2% | $1,974+115.5% |
| Participant deferral / active EE | $5,916 | $3,533+67.4% | $3,497+69.2% | $3,061+93.3% |
| Admin fee / account holder | $43 | $93-53.8% | $5,480-99.2% | $95-54.5% |