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 15 · EIN 23-1945930 | Recordkeeping | $9,595 |
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 | $51,802 | $60,396-14.2% | $83,848-38.2% | $75,289-31.2% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.1%+18.5pp | 72.4%+22.3pp |
| Annual return | -4.77% | 3.84%-8.6pp | 850.88%-855.7pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,854 | $3,343-14.6% | $3,631-21.4% | $2,405+18.6% |
| Participant deferral / active EE | $3,780 | $2,922+29.4% | $4,082-7.4% | $3,739+1.1% |
| Admin fee / account holder | $5 | $141-96.2% | $5,478-99.9% | $102-94.7% |