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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,975 |
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 | $121,266 | $65,223+85.9% | $80,019+51.5% | $55,725+117.6% |
| Participation rate | 98.6% | 80.6%+18.1pp | 75.8%+22.8pp | 70.9%+27.8pp |
| Annual return | -2.59% | 7.59%-10.2pp | 11.22%-13.8pp | 244.93%-247.5pp |
| Employer contribution / active EE | $3,828 | $2,544+50.5% | $2,468+55.1% | $2,078+84.2% |
| Participant deferral / active EE | $5,781 | $3,881+49.0% | $3,686+56.8% | $3,356+72.3% |
| Admin fee / account holder | $21 | $114-81.3% | $6,521-99.7% | $115-81.4% |