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 | $16,587 |
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 | $66,575 | $81,719-18.5% | $101,248-34.2% | $90,288-26.3% |
| Participation rate | 97.7% | 80.7%+16.9pp | 75.8%+21.9pp | 73.4%+24.3pp |
| Annual return | 16.27% | 337.64%-321.4pp | 46.47%-30.2pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,383 | $3,622-6.6% | $3,660-7.6% | $2,524+34.0% |
| Participant deferral / active EE | $4,617 | $3,310+39.5% | $4,370+5.6% | $4,232+9.1% |
| Admin fee / account holder | $8 | $162-95.2% | $5,945-99.9% | $114-93.2% |