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 8-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 15 · EIN 23-1945930 | Recordkeeping | $2,010 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,127 | $99,957-25.8% | $149,696-50.5% | $73,488+0.9% |
| Participation rate | 72.5% | 75.7%-3.2pp | 82.5%-9.9pp | 70.7%+1.9pp |
| Annual return | 14.83% | 53.87%-39.0pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,497 | $3,191+9.6% | $4,644-24.7% | $2,270+54.1% |
| Participant deferral / active EE | $7,418 | $6,073+22.2% | $6,842+8.4% | $3,740+98.4% |
| Admin fee / account holder | $14 | $551-97.5% | $9,309-99.9% | $513-97.3% |