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 | $1,650 |
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 | $19,274 | $52,639-63.4% | $185,117-89.6% | $62,292-69.1% |
| Participation rate | 75.2% | 63.9%+11.4pp | 77.3%-2.1pp | 69.5%+5.7pp |
| Annual return | 18.52% | 19.57%-1.1pp | 40.50%-22.0pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,735 | $1,483+17.0% | $4,182-58.5% | $2,042-15.0% |
| Participant deferral / active EE | $2,644 | $3,097-14.6% | $5,045-47.6% | $3,169-16.6% |
| Admin fee / account holder | $14 | $374-96.4% | $8,159-99.8% | $479-97.2% |