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 | $2,688 |
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 | $61,863 | $50,498+22.5% | $75,781-18.4% | $55,191+12.1% |
| Participation rate | 93.8% | 69.4%+24.4pp | 75.8%+18.0pp | 69.2%+24.7pp |
| Annual return | -0.17% | 1.80%-2.0pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,886 | $2,291+26.0% | $3,323-13.1% | $1,899+52.0% |
| Participant deferral / active EE | $3,593 | $2,589+38.8% | $3,651-1.6% | $3,046+17.9% |
| Admin fee / account holder | $3 | $123-97.9% | $5,299-100.0% | $91-97.2% |