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 | $9,113 |
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 | $172,970 | $80,753+114.2% | $136,294+26.9% | $62,292+177.7% |
| Participation rate | 96.7% | 73.5%+23.2pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 17.19% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,662 | $2,884+96.3% | $4,695+20.6% | $2,042+177.2% |
| Participant deferral / active EE | $8,615 | $5,164+66.8% | $6,247+37.9% | $3,169+171.9% |
| Admin fee / account holder | $34 | $525-93.6% | $9,243-99.6% | $479-93.0% |