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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,991 |
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 | $113,369 | $65,376+73.4% | $87,100+30.2% | $65,185+73.9% |
| Participation rate | 90.8% | 75.3%+15.5pp | 76.9%+14.0pp | 70.2%+20.6pp |
| Annual return | 19.12% | 31.27%-12.2pp | 28.19%-9.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,636 | $1,822+44.6% | $2,521+4.5% | $2,177+21.1% |
| Participant deferral / active EE | $6,824 | $3,388+101.4% | $4,049+68.6% | $3,514+94.2% |
| Admin fee / account holder | $16 | $520-96.8% | $7,497-99.8% | $847-98.1% |