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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $774 |
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 | $115,492 | $46,360+149.1% | $147,614-21.8% | $52,331+120.7% |
| Participation rate | 86.8% | 64.9%+21.9pp | 84.6%+2.2pp | 68.1%+18.7pp |
| Annual return | -0.18% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,074 | $2,126-2.4% | $5,564-62.7% | $1,882+10.2% |
| Participant deferral / active EE | $4,190 | $2,258+85.6% | $4,895-14.4% | $3,022+38.7% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-99.0% |