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.2 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $10,252 |
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 | $39,066 | $52,953-26.2% | $172,739-77.4% | $65,185-40.1% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.4pp | 70.2%+28.9pp |
| Annual return | 22.78% | 30.12%-7.3pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,258 | $2,190+3.1% | $5,143-56.1% | $2,177+3.8% |
| Participant deferral / active EE | $2,584 | $2,471+4.6% | $5,198-50.3% | $3,514-26.5% |
| Admin fee / account holder | $59 | $472-87.5% | $13,954-99.6% | $847-93.0% |