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 15 · EIN 23-1945930 | Recordkeeping | $117,603 |
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 | $150,379 | $85,635+75.6% | $123,892+21.4% | $63,975+135.1% |
| Participation rate | 95.7% | 74.9%+20.8pp | 81.4%+14.3pp | 71.1%+24.6pp |
| Annual return | 9.01% | 15.74%-6.7pp | 47.52%-38.5pp | 48.65%-39.6pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $9,200 | $5,667+62.3% | $5,984+53.7% | $3,356+174.1% |
| Admin fee / account holder | $48 | $75-35.5% | $8,357-99.4% | $70-31.4% |