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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,932 |
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 | $129,133 | $136,307-5.3% | $177,821-27.4% | $73,488+75.7% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.6pp |
| Annual return | 16.80% | 18.68%-1.9pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $4,122 | $3,712+11.1% | $5,918-30.3% | $2,270+81.6% |
| Participant deferral / active EE | $5,461 | $5,829-6.3% | $7,714-29.2% | $3,740+46.0% |
| Admin fee / account holder | $25 | $596-95.8% | $12,427-99.8% | $513-95.1% |