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 | $30,699 |
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 | $42,804 | $65,592-34.7% | $90,160-52.5% | $69,631-38.5% |
| Participation rate | 98.4% | 77.6%+20.7pp | 76.9%+21.5pp | 70.7%+27.7pp |
| Annual return | 23.97% | 57.10%-33.1pp | 34.88%-10.9pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $3,763 | $2,193+71.6% | $3,318+13.4% | $2,032+85.2% |
| Participant deferral / active EE | $5,894 | $5,257+12.1% | $5,288+11.5% | $3,224+82.8% |
| Admin fee / account holder | $77 | $86-10.1% | $5,943-98.7% | $110-30.2% |