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 | $5,861 |
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 | $154,366 | $75,183+105.3% | $123,892+24.6% | $55,167+179.8% |
| Participation rate | 97.4% | 72.8%+24.5pp | 81.4%+15.9pp | 69.0%+28.4pp |
| Annual return | 11.12% | 19.01%-7.9pp | 47.52%-36.4pp | 169.23%-158.1pp |
| Employer contribution / active EE | $4,163 | $2,823+47.4% | $4,617-9.8% | $1,963+112.1% |
| Participant deferral / active EE | $8,765 | $5,084+72.4% | $5,984+46.5% | $3,054+187.0% |
| Admin fee / account holder | $23 | $663-96.6% | $8,357-99.7% | $504-95.5% |