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.4+ years Service code 25 · EIN 23-1945930 | Directed Trustee | $1,022 |
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 | $111,729 | $47,977+132.9% | $154,107-27.5% | $56,287+98.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.54% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,503 | $2,169+15.4% | $5,298-52.8% | $2,111+18.6% |
| Participant deferral / active EE | $5,142 | $2,392+115.0% | $5,081+1.2% | $3,350+53.5% |
| Admin fee / account holder | $8 | $438-98.1% | $13,411-99.9% | $521-98.4% |